PIA
Powell Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
14,290
+11,501
| +412% | +$820K | 0.38% | 35 |
|
|
2025
Q1 | $201K | Buy |
+2,789
| New | +$201K | 0.1% | 114 |
|
|
2024
Q4 | – | Sell |
-3,345
| Closed | -$242K | – | 160 |
|
|
2024
Q3 | $242K | Buy |
3,345
+1
| +0% | +$72 | 0.11% | 108 |
|
|
2024
Q2 | $214K | Sell |
3,344
-933
| -22% | -$59.8K | 0.11% | 109 |
|
|
2024
Q1 | $264K | Sell |
4,277
-30
| -0.7% | -$1.85K | 0.14% | 89 |
|
|
2023
Q4 | $254K | Buy |
4,307
+32
| +0.7% | +$1.89K | 0.14% | 92 |
|
|
2023
Q3 | $241K | Buy |
4,275
+4
| +0.1% | +$226 | 0.15% | 92 |
|
|
2023
Q2 | $262K | Sell |
4,271
-6,426
| -60% | -$394K | 0.15% | 86 |
|
|
2023
Q1 | $668K | Buy |
10,697
+29
| +0.3% | +$1.81K | 0.37% | 46 |
|
|
2022
Q4 | $679K | Buy |
10,668
+6
| +0.1% | +$382 | 0.39% | 45 |
|
|
2022
Q3 | $602K | Buy |
10,662
+2,638
| +33% | +$149K | 0.39% | 43 |
|
|
2022
Q2 | $508K | Buy |
8,024
+4,351
| +118% | +$275K | 0.31% | 51 |
|
|
2022
Q1 | $229K | Hold |
3,673
| – | – | 0.13% | 92 |
|
|
2021
Q4 | $217K | Buy |
+3,673
| New | +$217K | 0.12% | 97 |
|
|
2021
Q3 | – | Sell |
-3,670
| Closed | -$200K | – | 127 |
|
|
2021
Q2 | $200K | Buy |
+3,670
| New | +$200K | 0.12% | 98 |
|
|
2021
Q1 | – | Sell |
-3,669
| Closed | -$201K | – | 126 |
|
|
2020
Q4 | $201K | Buy |
+3,669
| New | +$201K | 0.15% | 87 |
|