Diversify Advisory Services’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 | $7.48M | Buy |
105,773
+18,886
| +22% | +$1.34M | 0.29% | 59 |
|
|
2025
Q1 | $6.29M | Buy |
86,887
+7,883
| +10% | +$570K | 0.39% | 45 |
|
|
2024
Q4 | $4.82M | Sell |
79,004
-14,101
| -15% | -$861K | 0.27% | 57 |
|
|
2024
Q3 | $6.47M | Buy |
93,105
+34,592
| +59% | +$2.4M | 0.35% | 51 |
|
|
2024
Q2 | $3.67M | Sell |
58,513
-7,555
| -11% | -$474K | 0.2% | 91 |
|
|
2024
Q1 | $4.01M | Buy |
+66,068
| New | +$4.01M | 0.24% | 90 |
|