ACT 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 | $993K | Buy |
14,030
+771
| +6% | +$54.5K | 0.46% | 24 |
|
|
2025
Q1 | $950K | Hold |
13,259
| – | – | 0.52% | 23 |
|
|
2024
Q4 | $825K | Sell |
13,259
-63
| -0.5% | -$3.92K | 0.44% | 23 |
|
|
2024
Q3 | $957K | Buy |
13,322
+38
| +0.3% | +$2.73K | 0.45% | 23 |
|
|
2024
Q2 | $846K | Buy |
13,284
+365
| +3% | +$23.2K | 0.44% | 21 |
|
|
2024
Q1 | $790K | Sell |
12,919
-689
| -5% | -$42.2K | 0.43% | 21 |
|
|
2023
Q4 | $802K | Buy |
13,608
+394
| +3% | +$23.2K | 0.46% | 20 |
|
|
2023
Q3 | $740K | Sell |
13,214
-442
| -3% | -$24.7K | 0.46% | 20 |
|
|
2023
Q2 | $822K | Sell |
13,656
-1,013
| -7% | -$61K | 0.54% | 15 |
|
|
2023
Q1 | $910K | Sell |
14,669
-96
| -0.7% | -$5.96K | 0.59% | 16 |
|
|
2022
Q4 | $939K | Buy |
14,765
+279
| +2% | +$17.7K | 0.6% | 16 |
|
|
2022
Q3 | $812K | Buy |
14,486
+15
| +0.1% | +$841 | 0.57% | 14 |
|
|
2022
Q2 | $910K | Sell |
14,471
-614
| -4% | -$38.6K | 0.67% | 12 |
|
|
2022
Q1 | $935K | Sell |
15,085
-442
| -3% | -$27.4K | 0.6% | 12 |
|
|
2021
Q4 | $919K | Buy |
15,527
+190
| +1% | +$11.2K | 0.67% | 13 |
|
|
2021
Q3 | $805K | Hold |
15,337
| – | – | 0.62% | 17 |
|
|
2021
Q2 | $826K | Hold |
15,337
| – | – | 0.63% | 17 |
|
|
2021
Q1 | $822K | Hold |
15,337
| – | – | 0.65% | 16 |
|
|
2020
Q4 | $841K | Buy |
+15,337
| New | +$841K | 0.76% | 15 |
|