TrueWealth 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 | $371K | Buy |
5,237
+1
| +0% | +$71 | 0.11% | 150 |
|
|
2025
Q1 | $375K | Sell |
5,236
-90
| -2% | -$6.45K | 0.12% | 137 |
|
|
2024
Q4 | $332K | Buy |
5,326
+156
| +3% | +$9.71K | 0.11% | 158 |
|
|
2024
Q3 | $371K | Buy |
5,170
+228
| +5% | +$16.4K | 0.12% | 152 |
|
|
2024
Q2 | $315K | Buy |
4,942
+963
| +24% | +$61.3K | 0.12% | 146 |
|
|
2024
Q1 | $243K | Sell |
3,979
-71
| -2% | -$4.34K | 0.09% | 181 |
|
|
2023
Q4 | $239K | Buy |
4,050
+75
| +2% | +$4.42K | 0.09% | 172 |
|
|
2023
Q3 | $223K | Buy |
3,975
+332
| +9% | +$18.6K | 0.09% | 173 |
|
|
2023
Q2 | $219K | Sell |
3,643
-336
| -8% | -$20.2K | 0.09% | 174 |
|
|
2023
Q1 | $247K | Sell |
3,979
-1
| -0% | -$62 | 0.1% | 157 |
|
|
2022
Q4 | $253K | Sell |
3,980
-47
| -1% | -$2.99K | 0.11% | 147 |
|
|
2022
Q3 | $226K | Buy |
4,027
+32
| +0.8% | +$1.8K | 0.11% | 141 |
|
|
2022
Q2 | $251K | Buy |
+3,995
| New | +$251K | 0.12% | 136 |
|