DHJJ Financial 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 | $53.8K | Buy |
761
+61
| +9% | +$4.32K | 0.02% | 336 |
|
|
2025
Q1 | $50.1K | Hold |
700
| – | – | 0.02% | 310 |
|
|
2024
Q4 | $43.6K | Hold |
700
| – | – | 0.02% | 322 |
|
|
2024
Q3 | $50.3K | Hold |
700
| – | – | 0.02% | 297 |
|
|
2024
Q2 | $44.6K | Hold |
700
| – | – | 0.02% | 288 |
|
|
2024
Q1 | $42.8K | Sell |
700
-12
| -2% | -$734 | 0.02% | 283 |
|
|
2023
Q4 | $42K | Hold |
712
| – | – | 0.02% | 270 |
|
|
2023
Q3 | $39.9K | Buy |
+712
| New | +$39.9K | 0.02% | 269 |
|