William Allan Corp’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 | $823K | Sell |
11,635
-325
| -3% | -$23K | 0.48% | 41 |
|
|
2025
Q1 | $857K | Buy |
11,960
+815
| +7% | +$58.4K | 0.54% | 42 |
|
|
2024
Q4 | $694K | Buy |
11,145
+134
| +1% | +$8.34K | 0.43% | 44 |
|
|
2024
Q3 | $791K | Hold |
11,011
| – | – | 0.49% | 44 |
|
|
2024
Q2 | $701K | Sell |
11,011
-2,315
| -17% | -$147K | 0.47% | 40 |
|
|
2024
Q1 | $815K | Hold |
13,326
| – | – | 0.54% | 39 |
|
|
2023
Q4 | $785K | Buy |
13,326
+200
| +2% | +$11.8K | 0.56% | 37 |
|
|
2023
Q3 | $735K | Buy |
13,126
+166
| +1% | +$9.29K | 0.58% | 38 |
|
|
2023
Q2 | $780K | Sell |
12,960
-55
| -0.4% | -$3.31K | 0.6% | 36 |
|
|
2023
Q1 | $807K | Sell |
13,015
-40
| -0.3% | -$2.48K | 0.64% | 35 |
|
|
2022
Q4 | $830K | Sell |
13,055
-897
| -6% | -$57.1K | 0.7% | 34 |
|
|
2022
Q3 | $782K | Buy |
13,952
+900
| +7% | +$50.4K | 0.72% | 34 |
|
|
2022
Q2 | $821K | Sell |
13,052
-27,701
| -68% | -$1.74M | 0.73% | 35 |
|
|
2022
Q1 | $2.53M | Sell |
40,753
-607
| -1% | -$37.6K | 1.9% | 23 |
|
|
2021
Q4 | $2.45M | Buy |
+41,360
| New | +$2.45M | 1.74% | 25 |
|