Altus Wealth 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 | $230K | Buy |
3,255
+11
| +0.3% | +$778 | 0.1% | 118 |
|
|
2025
Q1 | $232K | Sell |
3,244
-58
| -2% | -$4.15K | 0.11% | 116 |
|
|
2024
Q4 | $206K | Buy |
3,302
+411
| +14% | +$25.6K | 0.09% | 137 |
|
|
2024
Q3 | $208K | Buy |
+2,891
| New | +$208K | 0.09% | 135 |
|
|
2023
Q2 | – | Sell |
-3,286
| Closed | -$204K | – | 138 |
|
|
2023
Q1 | $204K | Buy |
3,286
+100
| +3% | +$6.2K | 0.14% | 124 |
|
|
2022
Q4 | $203K | Buy |
+3,186
| New | +$203K | 0.15% | 129 |
|
|
2021
Q1 | – | Sell |
-2,242
| Closed | -$123K | – | 492 |
|
|
2020
Q4 | $123K | Buy |
+2,242
| New | +$123K | 0.12% | 123 |
|