WP 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 | $213K | Buy |
3,014
+107
| +4% | +$7.57K | 0.06% | 113 |
|
|
2025
Q1 | $208K | Buy |
+2,907
| New | +$208K | 0.07% | 108 |
|
|
2024
Q4 | – | Sell |
-2,866
| Closed | -$206K | – | 105 |
|
|
2024
Q3 | $206K | Buy |
+2,866
| New | +$206K | 0.08% | 98 |
|
|
2019
Q2 | – | Sell |
-2,511
| Closed | -$1.18K | – | 122 |
|
|
2019
Q1 | $1.18K | Buy |
+2,511
| New | +$1.18K | 0.13% | 77 |
|
|
2018
Q4 | – | Sell |
-2,470
| Closed | -$114K | – | 161 |
|
|
2018
Q3 | $114K | Buy |
2,470
+22
| +0.9% | +$1.02K | 0.11% | 80 |
|
|
2018
Q2 | $107K | Buy |
+2,448
| New | +$107K | 0.1% | 81 |
|