Strata 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 | $565K | Buy |
7,986
+634
| +9% | +$44.9K | 0.16% | 50 |
|
|
2025
Q1 | $527K | Sell |
7,352
-1,406
| -16% | -$101K | 0.16% | 46 |
|
|
2024
Q4 | $545K | Buy |
8,758
+246
| +3% | +$15.3K | 0.17% | 48 |
|
|
2024
Q3 | $612K | Buy |
8,512
+69
| +0.8% | +$4.96K | 0.2% | 44 |
|
|
2024
Q2 | $537K | Buy |
+8,443
| New | +$537K | 0.19% | 43 |
|