Compass Ion 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 | $739K | Buy |
10,441
+57
| +0.5% | +$4.03K | 0.08% | 133 |
|
|
2025
Q1 | $744K | Sell |
10,384
-24
| -0.2% | -$1.72K | 0.09% | 129 |
|
|
2024
Q4 | $648K | Buy |
10,408
+355
| +4% | +$22.1K | 0.08% | 144 |
|
|
2024
Q3 | $722K | Sell |
10,053
-377
| -4% | -$27.1K | 0.09% | 124 |
|
|
2024
Q2 | $638K | Hold |
10,430
| – | – | 0.09% | 123 |
|
|
2024
Q1 | $638K | Hold |
10,430
| – | – | 0.09% | 123 |
|
|
2023
Q4 | $615K | Buy |
10,430
+119
| +1% | +$7.01K | 0.1% | 125 |
|
|
2023
Q3 | $577K | Buy |
+10,311
| New | +$577K | 0.1% | 131 |
|