Conscious Wealth 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 | $651K | Hold |
9,382
| – | – | 0.42% | 38 |
|
|
2025
Q1 | $662K | Sell |
9,382
-205
| -2% | -$14.5K | 0.46% | 37 |
|
|
2024
Q4 | $601K | Hold |
9,587
| – | – | 0.41% | 39 |
|
|
2024
Q3 | $652K | Hold |
9,587
| – | – | 0.45% | 40 |
|
|
2024
Q2 | $623K | Hold |
9,587
| – | – | 0.45% | 40 |
|
|
2024
Q1 | $557K | Hold |
9,587
| – | – | 0.42% | 41 |
|
|
2023
Q4 | $567K | Buy |
+9,587
| New | +$567K | 0.45% | 43 |
|