Opal 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 | $795K | Sell |
11,234
-5,465
| -33% | -$387K | 0.22% | 51 |
|
|
2025
Q1 | $1.2M | Buy |
16,699
+1,301
| +8% | +$93.2K | 0.37% | 30 |
|
|
2024
Q4 | $959K | Sell |
15,398
-7
| -0% | -$436 | 0.29% | 46 |
|
|
2024
Q3 | $1.11M | Buy |
15,405
+970
| +7% | +$69.7K | 0.35% | 42 |
|
|
2024
Q2 | $919K | Buy |
14,435
+1,122
| +8% | +$71.4K | 0.3% | 42 |
|
|
2024
Q1 | $814K | Buy |
13,313
+2
| +0% | +$122 | 0.28% | 49 |
|
|
2023
Q4 | $784K | Buy |
13,311
+40
| +0.3% | +$2.36K | 0.31% | 53 |
|
|
2023
Q3 | $743K | Buy |
13,271
+627
| +5% | +$35.1K | 0.43% | 37 |
|
|
2023
Q2 | $761K | Buy |
12,644
+1,155
| +10% | +$69.6K | 0.38% | 33 |
|
|
2023
Q1 | $713K | Buy |
11,489
+356
| +3% | +$22.1K | 0.42% | 28 |
|
|
2022
Q4 | $708K | Buy |
11,133
+16
| +0.1% | +$1.02K | 0.39% | 39 |
|
|
2022
Q3 | $623K | Buy |
+11,117
| New | +$623K | 0.45% | 33 |
|