BOS Asset 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
Q2 | $244K | Sell |
3,443
-104
| -3% | -$7.36K | 0.08% | 155 |
|
|
2025
Q1 | $254K | Buy |
3,547
+61
| +2% | +$4.37K | 0.09% | 141 |
|
|
2024
Q4 | $217K | Buy |
3,486
+323
| +10% | +$20.1K | 0.08% | 154 |
|
|
2024
Q3 | $227K | Buy |
3,163
+2
| +0.1% | +$144 | 0.08% | 147 |
|
|
2024
Q2 | $201K | Sell |
3,161
-117
| -4% | -$7.45K | 0.09% | 151 |
|
|
2024
Q1 | $201K | Buy |
+3,278
| New | +$201K | 0.11% | 152 |
|
|
2023
Q3 | – | Sell |
-3,460
| Closed | -$208K | – | 146 |
|
|
2023
Q2 | $208K | Buy |
+3,460
| New | +$208K | 0.16% | 122 |
|