Wealth Advisory Solutions’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 | $222K | Sell |
3,144
-15
| -0.5% | -$1.06K | 0.06% | 133 |
|
|
2025
Q1 | $226K | Sell |
3,159
-1,330
| -30% | -$95.3K | 0.06% | 128 |
|
|
2024
Q4 | $279K | Buy |
+4,489
| New | +$279K | 0.08% | 106 |
|
|
2024
Q3 | – | Sell |
-27,136
| Closed | -$1.73M | – | 128 |
|
|
2024
Q2 | $1.73M | Sell |
27,136
-223
| -0.8% | -$14.2K | 0.47% | 47 |
|
|
2024
Q1 | $1.67M | Buy |
27,359
+1,802
| +7% | +$110K | 0.43% | 51 |
|
|
2023
Q4 | $1.51M | Buy |
25,557
+15,110
| +145% | +$890K | 0.53% | 38 |
|
|
2023
Q3 | $585K | Sell |
10,447
-316
| -3% | -$17.7K | 0.11% | 90 |
|
|
2023
Q2 | $648K | Sell |
10,763
-85,488
| -89% | -$5.15M | 0.17% | 76 |
|
|
2023
Q1 | $5.97M | Sell |
96,251
-36,939
| -28% | -$2.29M | 1.59% | 17 |
|
|
2022
Q4 | $8.47M | Sell |
133,190
-2,667
| -2% | -$170K | 2.28% | 11 |
|
|
2022
Q3 | $7.61M | Sell |
135,857
-574
| -0.4% | -$32.2K | 2.1% | 10 |
|
|
2022
Q2 | $8.58M | Buy |
136,431
+22,802
| +20% | +$1.43M | 2.11% | 11 |
|
|
2022
Q1 | $7.05M | Buy |
+113,629
| New | +$7.05M | 1.47% | 18 |
|
|
2021
Q3 | $1.6M | Buy |
30,543
+2,347
| +8% | +$123K | 0.36% | 67 |
|
|
2021
Q2 | $1.53M | Sell |
28,196
-316
| -1% | -$17.1K | 0.36% | 68 |
|
|
2021
Q1 | $2K | Buy |
28,512
+23,159
| +433% | +$1.63K | ﹤0.01% | 108 |
|
|
2020
Q4 | $293K | Sell |
5,353
-104
| -2% | -$5.69K | 0.08% | 126 |
|
|
2020
Q3 | $269K | Buy |
5,457
+427
| +8% | +$21K | 0.07% | 154 |
|
|
2020
Q2 | $224K | Buy |
+5,030
| New | +$224K | 0.06% | 163 |
|