Accordant Advisory 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 | $43.4K | Buy |
613
+100
| +19% | +$7.08K | 0.03% | 89 |
|
|
2025
Q1 | $36.7K | Sell |
513
-62
| -11% | -$4.44K | 0.04% | 78 |
|
|
2024
Q4 | $35.8K | Hold |
575
| – | – | 0.03% | 76 |
|
|
2024
Q3 | $41.3K | Buy |
575
+62
| +12% | +$4.46K | 0.03% | 78 |
|
|
2024
Q2 | $32.7K | Hold |
513
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $31.4K | Buy |
+513
| New | +$31.4K | 0.02% | 140 |
|