AIM
Aigen Investment Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
30,858
-46,083
| -60% | -$3.26M | 0.3% | 77 |
|
|
2025
Q1 | $5.51M | Sell |
76,941
-1,423
| -2% | -$102K | 0.88% | 5 |
|
|
2024
Q4 | $4.88M | Buy |
78,364
+65,399
| +504% | +$4.07M | 0.86% | 6 |
|
|
2024
Q3 | $932K | Buy |
+12,965
| New | +$932K | 0.18% | 168 |
|
|
2023
Q1 | – | Sell |
-11,037
| Closed | -$702K | – | 724 |
|
|
2022
Q4 | $702K | Sell |
11,037
-135,364
| -92% | -$8.61M | 0.1% | 210 |
|
|
2022
Q3 | $8.2M | Buy |
146,401
+136,170
| +1,331% | +$7.63M | 1.18% | 4 |
|
|
2022
Q2 | $644K | Sell |
10,231
-21,970
| -68% | -$1.38M | 0.11% | 253 |
|
|
2022
Q1 | $2M | Sell |
32,201
-191,101
| -86% | -$11.8M | 0.34% | 80 |
|
|
2021
Q4 | $12.7M | Buy |
+223,302
| New | +$12.7M | 0.78% | 8 |
|
|
2021
Q3 | – | Sell |
-37,565
| Closed | -$2.03M | – | 568 |
|
|
2021
Q2 | $2.03M | Buy |
37,565
+9,995
| +36% | +$541K | 0.35% | 78 |
|
|
2021
Q1 | $1.45M | Buy |
+27,570
| New | +$1.45M | 0.19% | 124 |
|
|
2020
Q3 | – | Sell |
-41,568
| Closed | -$1.86M | – | 993 |
|
|
2020
Q2 | $1.86M | Sell |
41,568
-51,921
| -56% | -$2.32M | 0.24% | 112 |
|
|
2020
Q1 | $4.14M | Buy |
93,489
+93,479
| +934,790% | +$4.14M | 0.55% | 19 |
|
|
2019
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1070 |
|