Wiser Advisor 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 | $1.04M | Buy |
14,730
+378
| +3% | +$26.7K | 1.81% | 22 |
|
|
2025
Q1 | $1.03M | Buy |
14,352
+463
| +3% | +$33.2K | 1.52% | 24 |
|
|
2024
Q4 | $865K | Buy |
13,889
+377
| +3% | +$23.5K | 1.26% | 25 |
|
|
2024
Q3 | $971K | Buy |
13,512
+108
| +0.8% | +$7.76K | 1.45% | 25 |
|
|
2024
Q2 | $853K | Sell |
13,404
-311
| -2% | -$19.8K | 1.34% | 25 |
|
|
2024
Q1 | $841K | Sell |
13,715
-248
| -2% | -$15.2K | 1.32% | 24 |
|
|
2023
Q4 | $823K | Buy |
+13,963
| New | +$823K | 1.37% | 24 |
|