Convergence 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 | – | Sell |
-3,278
| Closed | -$235K | – | 181 |
|
|
2025
Q1 | $235K | Buy |
+3,278
| New | +$235K | 0.05% | 157 |
|
|
2024
Q4 | – | Sell |
-2,930
| Closed | -$211K | – | 167 |
|
|
2024
Q3 | $211K | Sell |
2,930
-804
| -22% | -$57.8K | 0.04% | 152 |
|
|
2024
Q2 | $238K | Buy |
+3,734
| New | +$238K | 0.06% | 133 |
|