Physician 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 | $189K | Buy |
2,670
+100
| +4% | +$7.07K | 0.03% | 195 |
|
|
2025
Q1 | $184K | Hold |
2,570
| – | – | 0.03% | 193 |
|
|
2024
Q4 | $160K | Sell |
2,570
-423
| -14% | -$26.3K | 0.03% | 202 |
|
|
2024
Q3 | $211K | Sell |
2,993
-588
| -16% | -$41.4K | 0.04% | 178 |
|
|
2024
Q2 | $230K | Sell |
3,581
-73
| -2% | -$4.69K | 0.04% | 160 |
|
|
2024
Q1 | $212K | Sell |
3,654
-143
| -4% | -$8.3K | 0.04% | 161 |
|
|
2023
Q4 | $226K | Sell |
3,797
-119
| -3% | -$7.09K | 0.05% | 148 |
|
|
2023
Q3 | $207K | Buy |
+3,916
| New | +$207K | 0.05% | 141 |
|