Boomfish 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 | $354K | Sell |
5,006
-1,418
| -22% | -$100K | 0.2% | 76 |
|
|
2025
Q1 | $460K | Sell |
6,424
-264
| -4% | -$18.9K | 0.3% | 67 |
|
|
2024
Q4 | $416K | Sell |
6,688
-43
| -0.6% | -$2.68K | 0.25% | 75 |
|
|
2024
Q3 | $484K | Sell |
6,731
-540
| -7% | -$38.8K | 0.3% | 76 |
|
|
2024
Q2 | $463K | Buy |
7,271
+596
| +9% | +$37.9K | 0.3% | 78 |
|
|
2024
Q1 | $408K | Buy |
6,675
+20
| +0.3% | +$1.22K | 0.27% | 78 |
|
|
2023
Q4 | $392K | Buy |
+6,655
| New | +$392K | 0.28% | 77 |
|