TruWealth 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 | $284K | Sell |
4,018
-47
| -1% | -$3.33K | 0.02% | 141 |
|
|
2025
Q1 | $291K | Sell |
4,065
-162
| -4% | -$11.6K | 0.02% | 130 |
|
|
2024
Q4 | $263K | Buy |
4,227
+68
| +2% | +$4.23K | 0.02% | 134 |
|
|
2024
Q3 | $299K | Buy |
4,159
+45
| +1% | +$3.23K | 0.02% | 128 |
|
|
2024
Q2 | $262K | Sell |
4,114
-1,082
| -21% | -$68.9K | 0.02% | 140 |
|
|
2024
Q1 | $318K | Buy |
5,196
+998
| +24% | +$61.1K | 0.02% | 125 |
|
|
2023
Q4 | $247K | Sell |
4,198
-752
| -15% | -$44.3K | 0.02% | 134 |
|
|
2023
Q3 | $277K | Sell |
4,950
-112
| -2% | -$6.27K | 0.02% | 118 |
|
|
2023
Q2 | $305K | Buy |
5,062
+411
| +9% | +$24.7K | 0.03% | 111 |
|
|
2023
Q1 | $289K | Sell |
4,651
-542
| -10% | -$33.6K | 0.03% | 122 |
|
|
2022
Q4 | $330K | Buy |
5,193
+1,030
| +25% | +$65.5K | 0.03% | 106 |
|
|
2022
Q3 | $233K | Buy |
4,163
+274
| +7% | +$15.3K | 0.02% | 119 |
|
|
2022
Q2 | $245K | Buy |
+3,889
| New | +$245K | 0.03% | 118 |
|