Valued 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 | $25.4K | Buy |
357
+8
| +2% | +$569 | 0.01% | 130 |
|
|
2025
Q1 | $25.2K | Buy |
349
+8
| +2% | +$577 | 0.02% | 133 |
|
|
2024
Q4 | $21.2K | Sell |
341
-24
| -7% | -$1.49K | 0.01% | 153 |
|
|
2024
Q3 | $26.3K | Buy |
365
+75
| +26% | +$5.41K | 0.02% | 122 |
|
|
2024
Q2 | $18.6K | Buy |
290
+44
| +18% | +$2.82K | 0.01% | 140 |
|
|
2024
Q1 | $15.1K | Buy |
246
+72
| +41% | +$4.43K | 0.01% | 148 |
|
|
2023
Q4 | $9.84K | Buy |
+174
| New | +$9.84K | 0.01% | 117 |
|