West Financial 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 | $83.4K | Hold |
1,179
| – | – | 0.01% | 84 |
|
|
2025
Q1 | $84.4K | Hold |
1,179
| – | – | 0.02% | 82 |
|
|
2024
Q4 | $73.4K | Buy |
1,179
+1,065
| +934% | +$66.3K | 0.01% | 85 |
|
|
2024
Q3 | $8.19K | Hold |
114
| – | – | ﹤0.01% | 158 |
|
|
2024
Q2 | $7.26K | Hold |
114
| – | – | ﹤0.01% | 131 |
|
|
2024
Q1 | $6.98K | Hold |
114
| – | – | ﹤0.01% | 130 |
|
|
2023
Q4 | $6.72K | Hold |
114
| – | – | ﹤0.01% | 134 |
|
|
2023
Q3 | $6.38K | Hold |
114
| – | – | ﹤0.01% | 147 |
|
|
2023
Q2 | $6.87K | Buy |
+114
| New | +$6.87K | ﹤0.01% | 137 |
|
|
2022
Q4 | – | Sell |
-750
| Closed | -$42K | – | 186 |
|
|
2022
Q3 | $42K | Hold |
750
| – | – | 0.01% | 103 |
|
|
2022
Q2 | $47K | Hold |
750
| – | – | 0.01% | 100 |
|
|
2022
Q1 | $47K | Hold |
750
| – | – | 0.01% | 105 |
|
|
2021
Q4 | $44K | Hold |
750
| – | – | 0.01% | 113 |
|
|
2021
Q3 | $39K | Hold |
750
| – | – | 0.01% | 106 |
|
|
2021
Q2 | $41K | Hold |
750
| – | – | 0.01% | 97 |
|
|
2021
Q1 | $40K | Hold |
750
| – | – | 0.01% | 95 |
|
|
2020
Q4 | $41K | Buy |
+750
| New | +$41K | 0.01% | 92 |
|