OWA
Outlook Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,172
| Closed | -$378K | – | 273 |
|
|
2024
Q1 | $378K | Buy |
6,172
+848
| +16% | +$51.9K | 0.12% | 171 |
|
|
2023
Q4 | $314K | Buy |
5,324
+1,241
| +30% | +$73.1K | 0.11% | 166 |
|
|
2023
Q3 | $229K | Buy |
+4,083
| New | +$229K | 0.09% | 183 |
|
|
2020
Q1 | – | Sell |
-5,419
| Closed | -$300K | – | 173 |
|
|
2019
Q4 | $300K | Sell |
5,419
-5,335
| -50% | -$295K | 0.17% | 120 |
|
|
2019
Q3 | $585K | Sell |
10,754
-2,644
| -20% | -$144K | 0.35% | 62 |
|
|
2019
Q2 | $682K | Buy |
13,398
+2,157
| +19% | +$110K | 0.45% | 57 |
|
|
2019
Q1 | $527K | Buy |
11,241
+8,367
| +291% | +$392K | 0.43% | 63 |
|
|
2018
Q4 | $1.36M | Buy |
+2,874
| New | +$1.36M | 0.62% | 37 |
|