1620 Investment 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 | $53.4K | Sell |
755
-110
| -13% | -$7.78K | 0.04% | 297 |
|
2025
Q1 | $62K | Sell |
865
-59
| -6% | -$4.23K | 0.05% | 274 |
|
2024
Q4 | $57.6K | Buy |
924
+40
| +5% | +$2.49K | 0.04% | 287 |
|
2024
Q3 | $63.5K | Sell |
884
-679
| -43% | -$48.8K | 0.05% | 274 |
|
2024
Q2 | $99.5K | Buy |
+1,563
| New | +$99.5K | 0.08% | 219 |
|