Wealth Alliance 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 | $1.01M | Buy |
14,242
+1,175
| +9% | +$83.1K | 0.19% | 78 |
|
|
2025
Q1 | $936K | Buy |
13,067
+54
| +0.4% | +$3.87K | 0.19% | 77 |
|
|
2024
Q4 | $810K | Sell |
13,013
-1,031
| -7% | -$64.2K | 0.17% | 82 |
|
|
2024
Q3 | $1.01M | Buy |
14,044
+7,070
| +101% | +$508K | 0.21% | 76 |
|
|
2024
Q2 | $444K | Sell |
6,974
-4,280
| -38% | -$272K | 0.1% | 118 |
|
|
2024
Q1 | $689K | Buy |
11,254
+4,233
| +60% | +$259K | 0.16% | 85 |
|
|
2023
Q4 | $414K | Buy |
7,021
+308
| +5% | +$18.2K | 0.11% | 113 |
|
|
2023
Q3 | $376K | Buy |
6,713
+2
| +0% | +$112 | 0.11% | 112 |
|
|
2023
Q2 | $404K | Sell |
6,711
-800
| -11% | -$48.2K | 0.14% | 102 |
|
|
2023
Q1 | $466K | Buy |
7,511
+68
| +0.9% | +$4.22K | 0.17% | 93 |
|
|
2022
Q4 | $473K | Sell |
7,443
-309
| -4% | -$19.7K | 0.18% | 84 |
|
|
2022
Q3 | $434K | Buy |
7,752
+301
| +4% | +$16.9K | 0.19% | 78 |
|
|
2022
Q2 | $469K | Hold |
7,451
| – | – | 0.22% | 74 |
|
|
2022
Q1 | $462K | Sell |
7,451
-674
| -8% | -$41.8K | 0.2% | 82 |
|
|
2021
Q4 | $481K | Sell |
8,125
-243
| -3% | -$14.4K | 0.21% | 81 |
|
|
2021
Q3 | $439K | Buy |
8,368
+411
| +5% | +$21.6K | 0.21% | 78 |
|
|
2021
Q2 | $431K | Buy |
7,957
+2
| +0% | +$108 | 0.21% | 79 |
|
|
2021
Q1 | $419K | Sell |
7,955
-195
| -2% | -$10.3K | 0.21% | 79 |
|
|
2020
Q4 | $447K | Sell |
8,150
-83
| -1% | -$4.55K | 0.24% | 72 |
|
|
2020
Q3 | $406K | Sell |
8,233
-3,640
| -31% | -$180K | 0.24% | 63 |
|
|
2020
Q2 | $530K | Sell |
11,873
-760
| -6% | -$33.9K | 0.32% | 51 |
|
|
2020
Q1 | $559K | Buy |
12,633
+871
| +7% | +$38.5K | 0.43% | 43 |
|
|
2019
Q4 | $651K | Buy |
11,762
+520
| +5% | +$28.8K | 0.37% | 47 |
|
|
2019
Q3 | $599K | Buy |
11,242
+498
| +5% | +$26.5K | 0.37% | 47 |
|
|
2019
Q2 | $560K | Buy |
10,744
+18
| +0.2% | +$938 | 0.35% | 50 |
|
|
2019
Q1 | $515K | Buy |
10,726
+968
| +10% | +$46.5K | 0.33% | 53 |
|
|
2018
Q4 | $462K | Buy |
9,758
+2,911
| +43% | +$138K | 0.35% | 52 |
|
|
2018
Q3 | $316K | Hold |
6,847
| – | – | 0.16% | 96 |
|
|
2018
Q2 | $300K | Sell |
6,847
-96
| -1% | -$4.21K | 0.16% | 90 |
|
|
2018
Q1 | $302K | Buy |
+6,943
| New | +$302K | 0.18% | 81 |
|