Ameliora 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
Q1 | – | Sell |
-1,720
| Closed | -$107K | – | 241 |
|
|
2024
Q4 | $107K | Buy |
+1,720
| New | +$107K | 0.04% | 129 |
|
|
2023
Q4 | – | Sell |
-5,445
| Closed | -$305K | – | 211 |
|
|
2023
Q3 | $305K | Hold |
5,445
| – | – | 0.18% | 66 |
|
|
2023
Q2 | $328K | Sell |
5,445
-1,180
| -18% | -$71.1K | 0.2% | 69 |
|
|
2023
Q1 | $411K | Buy |
+6,625
| New | +$411K | 0.24% | 68 |
|