OWA
Octavia Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
8,578
-199
| -2% | -$14.2K | 0.07% | 102 |
|
|
2025
Q1 | $633K | Sell |
8,777
-14,454
| -62% | -$1.04M | 0.08% | 101 |
|
|
2024
Q4 | $1.45M | Buy |
23,231
+449
| +2% | +$28K | 0.18% | 58 |
|
|
2024
Q3 | $1.65M | Buy |
22,782
+477
| +2% | +$34.5K | 0.2% | 53 |
|
|
2024
Q2 | $1.43M | Buy |
22,305
+668
| +3% | +$42.8K | 0.19% | 58 |
|
|
2024
Q1 | $1.33M | Sell |
21,637
-1,194
| -5% | -$73.6K | 0.2% | 58 |
|
|
2023
Q4 | $1.35M | Buy |
22,831
+944
| +4% | +$55.6K | 0.24% | 56 |
|
|
2023
Q3 | $1.24M | Buy |
21,887
+358
| +2% | +$20.2K | 0.25% | 54 |
|
|
2023
Q2 | $1.31M | Buy |
21,529
+1,355
| +7% | +$82.2K | 0.27% | 48 |
|
|
2023
Q1 | $1.26M | Buy |
20,174
+289
| +1% | +$18.1K | 0.28% | 48 |
|
|
2022
Q4 | $1.26M | Sell |
19,885
-65
| -0.3% | -$4.14K | 0.31% | 50 |
|
|
2022
Q3 | $1.13M | Buy |
19,950
+118
| +0.6% | +$6.66K | 0.3% | 55 |
|
|
2022
Q2 | $1.26M | Buy |
19,832
+327
| +2% | +$20.8K | 0.33% | 52 |
|
|
2022
Q1 | $1.22M | Buy |
19,505
+525
| +3% | +$32.8K | 0.27% | 56 |
|
|
2021
Q4 | $1.12M | Buy |
18,980
+268
| +1% | +$15.9K | 0.24% | 62 |
|
|
2021
Q3 | $991K | Sell |
18,712
-1,048
| -5% | -$55.5K | 0.25% | 62 |
|
|
2021
Q2 | $1.08M | Buy |
19,760
+395
| +2% | +$21.5K | 0.28% | 60 |
|
|
2021
Q1 | $1.03M | Sell |
19,365
-286
| -1% | -$15.2K | 0.31% | 62 |
|
|
2020
Q4 | $1.08M | Buy |
+19,651
| New | +$1.08M | 0.35% | 59 |
|