One 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 | $419K | Sell |
5,928
-130
| -2% | -$9.2K | 0.06% | 179 |
|
|
2025
Q1 | $437K | Buy |
+6,058
| New | +$437K | 0.07% | 167 |
|
|
2023
Q1 | – | Sell |
-1,137
| Closed | -$72.3K | – | 420 |
|
|
2022
Q4 | $72.3K | Buy |
+1,137
| New | +$72.3K | 0.02% | 344 |
|
|
2019
Q2 | – | Sell |
-1,500
| Closed | -$70K | – | 314 |
|
|
2019
Q1 | $70K | Buy |
+1,500
| New | +$70K | 0.06% | 209 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$1K | – | 301 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 550 |
|
|
2018
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 536 |
|
|
2018
Q1 | – | Sell |
-13
| Closed | -$1K | – | 557 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 542 |
|