Dodds Wealth’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 | $265K | Hold |
3,740
| – | – | 0.07% | 48 |
|
2025
Q1 | $268K | Hold |
3,740
| – | – | 0.09% | 50 |
|
2024
Q4 | $231K | Buy |
3,740
+1
| +0% | +$62 | 0.07% | 57 |
|
2024
Q3 | $259K | Buy |
3,739
+370
| +11% | +$25.6K | 0.09% | 49 |
|
2024
Q2 | $211K | Sell |
3,369
-12
| -0.4% | -$752 | 0.08% | 56 |
|
2024
Q1 | $207K | Buy |
+3,381
| New | +$207K | 0.08% | 56 |
|