Activest 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 | $63.9K | Sell |
904
-519
| -36% | -$36.7K | 0.02% | 182 |
|
|
2025
Q1 | $102K | Buy |
1,423
+758
| +114% | +$54.3K | 0.03% | 131 |
|
|
2024
Q4 | $41.4K | Sell |
665
-61
| -8% | -$3.8K | 0.01% | 186 |
|
|
2024
Q3 | $52.2K | Buy |
726
+85
| +13% | +$6.11K | 0.02% | 171 |
|
|
2024
Q2 | $40.8K | Buy |
+641
| New | +$40.8K | 0.01% | 190 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 429 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 429 |
|
|
2022
Q3 | – | Sell |
-245
| Closed | -$15K | – | 544 |
|
|
2022
Q2 | $15K | Buy |
245
+55
| +29% | +$3.37K | 0.01% | 178 |
|
|
2022
Q1 | $12K | Sell |
190
-120
| -39% | -$7.58K | 0.01% | 188 |
|
|
2021
Q4 | $18K | Buy |
310
+120
| +63% | +$6.97K | 0.01% | 176 |
|
|
2021
Q3 | $10K | Hold |
190
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $10K | Hold |
190
| – | – | 0.01% | 196 |
|
|
2021
Q1 | $10K | Buy |
+190
| New | +$10K | 0.01% | 191 |
|