Bruce G. Allen Investments’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 | $417K | Sell |
5,899
-284
| -5% | -$20.1K | 0.32% | 39 |
|
|
2025
Q1 | $443K | Sell |
6,183
-135
| -2% | -$9.67K | 0.35% | 34 |
|
|
2024
Q4 | $393K | Hold |
6,318
| – | – | 0.32% | 44 |
|
|
2024
Q3 | $454K | Sell |
6,318
-198
| -3% | -$14.2K | 0.35% | 40 |
|
|
2024
Q2 | $415K | Buy |
6,516
+62
| +1% | +$3.95K | 0.35% | 41 |
|
|
2024
Q1 | $395K | Buy |
6,454
+351
| +6% | +$21.5K | 0.32% | 44 |
|
|
2023
Q4 | $360K | Buy |
+6,103
| New | +$360K | 0.33% | 42 |
|