Fi3 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 | $251K | Sell |
3,505
-1,112
| -24% | -$79.5K | 0.09% | 120 |
|
|
2025
Q1 | $331K | Buy |
4,617
+632
| +16% | +$45.3K | 0.13% | 73 |
|
|
2024
Q4 | $248K | Sell |
3,985
-1,011
| -20% | -$62.9K | 0.09% | 95 |
|
|
2024
Q3 | $359K | Buy |
4,996
+575
| +13% | +$41.3K | 0.14% | 54 |
|
|
2024
Q2 | $281K | Buy |
4,421
+359
| +9% | +$22.9K | 0.12% | 60 |
|
|
2024
Q1 | $253K | Sell |
4,062
-476
| -10% | -$29.6K | 0.12% | 63 |
|
|
2023
Q4 | $267K | Buy |
+4,538
| New | +$267K | 0.13% | 57 |
|
|
2023
Q3 | – | Sell |
-4,121
| Closed | -$248K | – | 76 |
|
|
2023
Q2 | $248K | Sell |
4,121
-526
| -11% | -$31.7K | 0.13% | 56 |
|
|
2023
Q1 | $288K | Buy |
4,647
+546
| +13% | +$33.9K | 0.15% | 54 |
|
|
2022
Q4 | $261K | Buy |
+4,101
| New | +$261K | 0.15% | 53 |
|