SWA
SOA Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Buy |
7,888
+269
| +4% | +$19K | 0.1% | 111 |
|
|
2025
Q1 | $546K | Sell |
7,619
-278
| -4% | -$19.9K | 0.11% | 105 |
|
|
2024
Q4 | $492K | Buy |
7,897
+464
| +6% | +$28.9K | 0.09% | 114 |
|
|
2024
Q3 | $534K | Buy |
7,433
+7
| +0.1% | +$503 | 0.1% | 110 |
|
|
2024
Q2 | $473K | Buy |
7,426
+8
| +0.1% | +$509 | 0.1% | 113 |
|
|
2024
Q1 | $454K | Sell |
7,418
-205
| -3% | -$12.5K | 0.09% | 114 |
|
|
2023
Q4 | $449K | Sell |
7,623
-1,097
| -13% | -$64.6K | 0.1% | 107 |
|
|
2023
Q3 | $488K | Buy |
8,720
+245
| +3% | +$13.7K | 0.12% | 97 |
|
|
2023
Q2 | $510K | Buy |
8,475
+14
| +0.2% | +$843 | 0.12% | 96 |
|
|
2023
Q1 | $525K | Hold |
8,461
| – | – | 0.13% | 90 |
|
|
2022
Q4 | $538K | Buy |
8,461
+1
| +0% | +$64 | 0.14% | 85 |
|
|
2022
Q3 | $473K | Buy |
8,460
+163
| +2% | +$9.11K | 0.14% | 81 |
|
|
2022
Q2 | $521K | Buy |
8,297
+13
| +0.2% | +$816 | 0.15% | 81 |
|
|
2022
Q1 | $513K | Buy |
8,284
+3
| +0% | +$186 | 0.13% | 95 |
|
|
2021
Q4 | $486K | Buy |
8,281
+21
| +0.3% | +$1.23K | 0.12% | 99 |
|
|
2021
Q3 | $433K | Buy |
8,260
+15
| +0.2% | +$786 | 0.11% | 110 |
|
|
2021
Q2 | $446K | Buy |
8,245
+18
| +0.2% | +$974 | 0.11% | 111 |
|
|
2021
Q1 | $433K | Sell |
8,227
-62
| -0.7% | -$3.26K | 0.12% | 102 |
|
|
2020
Q4 | $411K | Buy |
+8,289
| New | +$411K | 0.11% | 99 |
|