Cedar Mountain Advisors’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 | $7.16K | Buy |
101
+1
| +1% | +$71 | ﹤0.01% | 236 |
|
|
2025
Q1 | $7.19K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2024
Q4 | $6.25K | Buy |
100
+1
| +1% | +$63 | ﹤0.01% | 238 |
|
|
2024
Q3 | $7.11K | Hold |
99
| – | – | ﹤0.01% | 220 |
|
|
2024
Q2 | $6.3K | Sell |
99
-47
| -32% | -$2.99K | ﹤0.01% | 213 |
|
|
2024
Q1 | $8.93K | Buy |
146
+99
| +211% | +$6.06K | ﹤0.01% | 193 |
|
|
2023
Q4 | $2.77K | Buy |
+47
| New | +$2.77K | ﹤0.01% | 246 |
|
|
2022
Q2 | – | Sell |
-130
| Closed | -$8K | – | 327 |
|
|
2022
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 195 |
|
|
2021
Q4 | $8K | Hold |
130
| – | – | ﹤0.01% | 197 |
|
|
2021
Q3 | $7K | Buy |
+130
| New | +$7K | ﹤0.01% | 209 |
|
|
2021
Q2 | – | Sell |
-67
| Closed | -$4K | – | 288 |
|
|
2021
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 232 |
|
|
2020
Q4 | $4K | Hold |
67
| – | – | ﹤0.01% | 222 |
|
|
2020
Q3 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 212 |
|