Abound Wealth Management’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 | $79.6K | Buy |
1,125
+90
| +9% | +$6.37K | 0.02% | 149 |
|
|
2025
Q1 | $74.1K | Sell |
1,035
-269
| -21% | -$19.3K | 0.02% | 142 |
|
|
2024
Q4 | $81.2K | Buy |
1,304
+307
| +31% | +$19.1K | 0.03% | 125 |
|
|
2024
Q3 | $71.7K | Sell |
997
-145
| -13% | -$10.4K | 0.02% | 135 |
|
|
2024
Q2 | $72.7K | Buy |
1,142
+7
| +0.6% | +$445 | 0.03% | 113 |
|
|
2024
Q1 | $69.4K | Sell |
1,135
-181
| -14% | -$11.1K | 0.03% | 114 |
|
|
2023
Q4 | $77.5K | Sell |
1,316
-36
| -3% | -$2.12K | 0.03% | 107 |
|
|
2023
Q3 | $75.7K | Sell |
1,352
-36
| -3% | -$2.02K | 0.03% | 99 |
|
|
2023
Q2 | $83.6K | Buy |
1,388
+262
| +23% | +$15.8K | 0.04% | 90 |
|
|
2023
Q1 | $69.8K | Buy |
1,126
+295
| +35% | +$18.3K | 0.03% | 100 |
|
|
2022
Q4 | $52.8K | Buy |
831
+188
| +29% | +$12K | 0.03% | 113 |
|
|
2022
Q3 | $36K | Buy |
+643
| New | +$36K | 0.02% | 144 |
|