Wallace Advisory Group’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 | $560K | Buy |
7,817
+322
| +4% | +$23.1K | 0.41% | 70 |
|
|
2025
Q1 | $467K | Sell |
7,495
-18
| -0.2% | -$1.12K | 0.32% | 92 |
|
|
2024
Q4 | $540K | Buy |
7,513
+172
| +2% | +$12.4K | 0.37% | 75 |
|
|
2024
Q3 | $467K | Sell |
7,341
-105
| -1% | -$6.68K | 0.34% | 77 |
|
|
2024
Q2 | $474K | Buy |
7,446
+315
| +4% | +$20.1K | 0.34% | 77 |
|
|
2024
Q1 | $420K | Buy |
7,131
+155
| +2% | +$9.13K | 0.32% | 88 |
|
|
2023
Q4 | $391K | Sell |
6,976
-110
| -2% | -$6.16K | 0.31% | 83 |
|
|
2023
Q3 | $427K | Buy |
7,086
+608
| +9% | +$36.6K | 0.31% | 86 |
|
|
2023
Q2 | $402K | Hold |
6,478
| – | – | 0.31% | 94 |
|
|
2023
Q1 | $402K | Buy |
6,478
+130
| +2% | +$8.06K | 0.31% | 94 |
|
|
2022
Q4 | $404K | Buy |
+6,348
| New | +$404K | 0.32% | 87 |
|