American Capital Advisory’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 | $83.8K | Buy |
1,184
+44
| +4% | +$3.11K | 0.04% | 138 |
|
|
2025
Q1 | $81.6K | Buy |
1,140
+43
| +4% | +$3.08K | 0.04% | 135 |
|
|
2024
Q4 | $68.3K | Buy |
1,097
+1
| +0.1% | +$62 | 0.04% | 144 |
|
|
2024
Q3 | $78.8K | Buy |
1,096
+391
| +55% | +$28.1K | 0.05% | 140 |
|
|
2024
Q2 | $41.6K | Buy |
705
+604
| +598% | +$35.6K | 0.03% | 166 |
|
|
2024
Q1 | $6.28K | Sell |
101
-604
| -86% | -$37.5K | 0.01% | 290 |
|
|
2023
Q4 | $41.6K | Buy |
+705
| New | +$41.6K | 0.03% | 166 |
|