W Advisors LLC’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 | $1.54M | Sell |
21,831
-100
| -0.5% | -$7.08K | 0.89% | 27 |
|
|
2025
Q1 | $1.57M | Buy |
21,931
+153
| +0.7% | +$11K | 0.98% | 24 |
|
|
2024
Q4 | $1.36M | Sell |
21,778
-5
| -0% | -$311 | 0.84% | 27 |
|
|
2024
Q3 | $1.57M | Buy |
21,783
+92
| +0.4% | +$6.61K | 0.96% | 26 |
|
|
2024
Q2 | $1.38M | Buy |
21,691
+53
| +0.2% | +$3.37K | 0.91% | 27 |
|
|
2024
Q1 | $1.32M | Buy |
21,638
+60
| +0.3% | +$3.67K | 0.91% | 28 |
|
|
2023
Q4 | $1.27M | Buy |
21,578
+447
| +2% | +$26.3K | 0.94% | 27 |
|
|
2023
Q3 | $1.18M | Sell |
21,131
-423
| -2% | -$23.7K | 0.97% | 26 |
|
|
2023
Q2 | $1.3M | Hold |
21,554
| – | – | 1.02% | 26 |
|
|
2023
Q1 | $1.34M | Sell |
21,554
-40
| -0.2% | -$2.48K | 1.1% | 25 |
|
|
2022
Q4 | $1.37M | Sell |
21,594
-297
| -1% | -$18.9K | 1.14% | 23 |
|
|
2022
Q3 | $1.23M | Sell |
21,891
-4
| -0% | -$224 | 1.14% | 25 |
|
|
2022
Q2 | $1.38M | Buy |
21,895
+49
| +0.2% | +$3.08K | 1.19% | 22 |
|
|
2022
Q1 | $1.35M | Buy |
21,846
+555
| +3% | +$34.4K | 1.02% | 29 |
|
|
2021
Q4 | $1.26M | Buy |
+21,291
| New | +$1.26M | 0.94% | 27 |
|