SFWA
Summit Financial Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $453K | Hold |
6,326
| – | – | 0.09% | 96 |
|
|
2024
Q4 | $401K | Buy |
6,326
+178
| +3% | +$11.3K | 0.08% | 101 |
|
|
2024
Q3 | $442K | Sell |
6,148
-8
| -0.1% | -$575 | 0.08% | 93 |
|
|
2024
Q2 | $392K | Sell |
6,156
-1,023
| -14% | -$65.1K | 0.08% | 91 |
|
|
2024
Q1 | $439K | Buy |
7,179
+1,383
| +24% | +$84.6K | 0.09% | 86 |
|
|
2023
Q4 | $342K | Buy |
5,796
+1,422
| +33% | +$83.8K | 0.08% | 94 |
|
|
2023
Q3 | $250K | Buy |
4,374
+531
| +14% | +$30.4K | 0.06% | 106 |
|
|
2023
Q2 | $231K | Buy |
3,843
+2
| +0.1% | +$120 | 0.05% | 111 |
|
|
2023
Q1 | $238K | Sell |
3,841
-5
| -0.1% | -$310 | 0.06% | 115 |
|
|
2022
Q4 | $245K | Buy |
3,846
+357
| +10% | +$22.7K | 0.06% | 116 |
|
|
2022
Q3 | $208K | Sell |
3,489
-387
| -10% | -$23.1K | 0.06% | 113 |
|
|
2022
Q2 | $241K | Buy |
3,876
+388
| +11% | +$24.1K | 0.06% | 115 |
|
|
2022
Q1 | $216K | Sell |
3,488
-432
| -11% | -$26.8K | 0.04% | 118 |
|
|
2021
Q4 | $236K | Buy |
3,920
+4
| +0.1% | +$241 | 0.05% | 122 |
|
|
2021
Q3 | $205K | Buy |
+3,916
| New | +$205K | 0.05% | 120 |
|
|
2015
Q1 | – | Sell |
-250
| Closed | -$11K | – | 248 |
|
|
2014
Q4 | $11K | Buy |
+250
| New | +$11K | 0.01% | 200 |
|