Oak Hill Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.13M | Sell |
16,127
-1
| -0% | -$70 | 0.23% | 54 |
|
2025
Q1 | $1.16M | Buy |
16,128
+1,200
| +8% | +$85.9K | 0.27% | 51 |
|
2024
Q4 | $929K | Buy |
+14,928
| New | +$929K | 0.22% | 51 |
|
2024
Q3 | – | Sell |
-14,747
| Closed | -$939K | – | 62 |
|
2024
Q2 | $939K | Buy |
+14,747
| New | +$939K | 0.28% | 40 |
|
2024
Q1 | – | Sell |
-15,747
| Closed | -$928K | – | 54 |
|
2023
Q4 | $928K | Sell |
15,747
-1,050
| -6% | -$61.9K | 0.32% | 40 |
|
2023
Q3 | $940K | Hold |
16,797
| – | – | 0.36% | 36 |
|
2023
Q2 | $1.01M | Sell |
16,797
-245
| -1% | -$14.8K | 0.37% | 38 |
|
2023
Q1 | $1.06M | Sell |
17,042
-259
| -1% | -$16.1K | 0.42% | 32 |
|
2022
Q4 | $1.1M | Buy |
+17,301
| New | +$1.1M | 0.45% | 34 |
|