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