Pacific Capital 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
Q1 | – | Sell |
-546
| Closed | -$34K | – | 238 |
|
|
2024
Q4 | $34K | Hold |
546
| – | – | 0.01% | 182 |
|
|
2024
Q3 | $39.2K | Sell |
546
-493
| -47% | -$35.4K | 0.01% | 179 |
|
|
2024
Q2 | $66.1K | Buy |
1,039
+474
| +84% | +$30.2K | 0.01% | 133 |
|
|
2024
Q1 | $34.6K | Buy |
565
+19
| +3% | +$1.16K | 0.01% | 163 |
|
|
2023
Q4 | $32.2K | Buy |
+546
| New | +$32.2K | 0.01% | 165 |
|
|
2020
Q4 | – | Sell |
-406
| Closed | -$20K | – | 131 |
|
|
2020
Q3 | $20K | Buy |
+406
| New | +$20K | 0.01% | 146 |
|