Brogan Financial’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 | $341K | Sell |
4,820
-485
| -9% | -$34.3K | 0.15% | 47 |
|
|
2025
Q1 | $380K | Buy |
5,305
+412
| +8% | +$29.5K | 0.18% | 39 |
|
|
2024
Q4 | $305K | Sell |
4,893
-1,203
| -20% | -$74.9K | 0.15% | 42 |
|
|
2024
Q3 | $438K | Buy |
6,096
+42
| +0.7% | +$3.02K | 0.25% | 29 |
|
|
2024
Q2 | $385K | Sell |
6,054
-425
| -7% | -$27.1K | 0.24% | 30 |
|
|
2024
Q1 | $396K | Sell |
6,479
-2,185
| -25% | -$134K | 0.26% | 29 |
|
|
2023
Q4 | $511K | Buy |
8,664
+79
| +0.9% | +$4.66K | 0.38% | 18 |
|
|
2023
Q3 | $483K | Buy |
8,585
+2,649
| +45% | +$149K | 0.42% | 16 |
|
|
2023
Q2 | $360K | Buy |
5,936
+28
| +0.5% | +$1.7K | 0.31% | 26 |
|
|
2023
Q1 | $369K | Hold |
5,908
| – | – | 0.32% | 21 |
|
|
2022
Q4 | $376K | Buy |
+5,908
| New | +$376K | 0.34% | 20 |
|