American Financial & Tax Strategies’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 | $415K | Sell |
5,865
-132
| -2% | -$9.34K | 0.21% | 73 |
|
|
2025
Q1 | $430K | Sell |
5,997
-480
| -7% | -$34.4K | 0.23% | 70 |
|
|
2024
Q4 | $403K | Buy |
6,477
+212
| +3% | +$13.2K | 0.21% | 71 |
|
|
2024
Q3 | $450K | Sell |
6,265
-579
| -8% | -$41.6K | 0.23% | 71 |
|
|
2024
Q2 | $436K | Hold |
6,844
| – | – | 0.23% | 72 |
|
|
2024
Q1 | $419K | Hold |
6,844
| – | – | 0.22% | 73 |
|
|
2023
Q4 | $403K | Buy |
+6,844
| New | +$403K | 0.23% | 72 |
|