FFT Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,988
| Closed | -$435K | – | 149 |
|
|
2024
Q4 | $435K | Buy |
6,988
+672
| +11% | +$41.8K | 0.03% | 104 |
|
|
2024
Q3 | $454K | Buy |
6,316
+596
| +10% | +$42.8K | 0.03% | 94 |
|
|
2024
Q2 | $364K | Buy |
5,720
+12
| +0.2% | +$764 | 0.03% | 99 |
|
|
2024
Q1 | $349K | Buy |
5,708
+852
| +18% | +$52.1K | 0.03% | 103 |
|
|
2023
Q4 | $286K | Buy |
4,856
+1,046
| +27% | +$61.6K | 0.02% | 96 |
|
|
2023
Q3 | $213K | Hold |
3,810
| – | – | 0.03% | 99 |
|
|
2023
Q2 | $229K | Sell |
3,810
-35
| -0.9% | -$2.11K | 0.03% | 101 |
|
|
2023
Q1 | $239K | Buy |
3,845
+76
| +2% | +$4.71K | 0.03% | 91 |
|
|
2022
Q4 | $240K | Hold |
3,769
| – | – | 0.03% | 85 |
|
|
2022
Q3 | $211K | Buy |
+3,769
| New | +$211K | 0.03% | 84 |
|
|
2021
Q4 | – | Sell |
-4,014
| Closed | -$211K | – | 79 |
|
|
2021
Q3 | $211K | Buy |
4,014
+925
| +30% | +$48.6K | 0.02% | 85 |
|
|
2021
Q2 | $167K | Buy |
+3,089
| New | +$167K | 0.04% | 78 |
|