SVWAG
Sound View Wealth Advisors Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11M | Sell |
114,682
-3,584
| -3% | -$254K | 0.6% | 45 |
|
|
2025
Q1 | $8.47M | Sell |
118,266
-2,129
| -2% | -$152K | 0.7% | 39 |
|
|
2024
Q4 | $7.5M | Buy |
120,395
+3,607
| +3% | +$225K | 0.6% | 42 |
|
|
2024
Q3 | $8.39M | Buy |
116,788
+4,087
| +4% | +$294K | 0.69% | 39 |
|
|
2024
Q2 | $7.17M | Sell |
112,701
-12,397
| -10% | -$789K | 0.74% | 36 |
|
|
2024
Q1 | $7.65M | Sell |
125,098
-2,560
| -2% | -$157K | 0.82% | 32 |
|
|
2023
Q4 | $7.52M | Sell |
127,658
-204
| -0.2% | -$12K | 0.83% | 31 |
|
|
2023
Q3 | $7.16M | Buy |
127,862
+3,424
| +3% | +$192K | 0.89% | 29 |
|
|
2023
Q2 | $7.49M | Sell |
124,438
-2,035
| -2% | -$123K | 0.98% | 26 |
|
|
2023
Q1 | $7.85M | Sell |
126,473
-1,185
| -0.9% | -$73.5K | 1.08% | 20 |
|
|
2022
Q4 | $7.52M | Buy |
127,658
+39,069
| +44% | +$2.3M | 0.83% | 31 |
|
|
2022
Q3 | $4.96M | Sell |
88,589
-1,970
| -2% | -$110K | 1.11% | 22 |
|
|
2022
Q2 | $5.7M | Sell |
90,559
-5,426
| -6% | -$341K | 1.19% | 21 |
|
|
2022
Q1 | $5.95M | Buy |
95,985
+163
| +0.2% | +$10.1K | 1.13% | 22 |
|
|
2021
Q4 | $5.67M | Buy |
95,822
+333
| +0.3% | +$19.7K | 1.07% | 25 |
|
|
2021
Q3 | $5.01M | Buy |
95,489
+434
| +0.5% | +$22.8K | 1.05% | 22 |
|
|
2021
Q2 | $5.14M | Sell |
95,055
-12,770
| -12% | -$691K | 1.08% | 22 |
|
|
2021
Q1 | $5.68M | Sell |
107,825
-1,277
| -1% | -$67.3K | 1.32% | 17 |
|
|
2020
Q4 | $5.98M | Sell |
109,102
-1,033
| -0.9% | -$56.6K | 1.46% | 15 |
|
|
2020
Q3 | $5.44M | Sell |
110,135
-3,618
| -3% | -$179K | 1.43% | 15 |
|
|
2020
Q2 | $5.08M | Buy |
113,753
+3,535
| +3% | +$158K | 1.43% | 14 |
|
|
2020
Q1 | $4.88M | Buy |
110,218
+212
| +0.2% | +$9.38K | 1.68% | 12 |
|
|
2019
Q4 | $6.09M | Sell |
110,006
-5,525
| -5% | -$306K | 1.72% | 9 |
|
|
2019
Q3 | $6.29M | Sell |
115,531
-54,874
| -32% | -$2.99M | 1.87% | 8 |
|
|
2019
Q2 | $8.68M | Buy |
+170,405
| New | +$8.68M | 2.57% | 3 |
|