Financial Gravity Asset 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 | $2.29M | Buy |
+31,981
| New | +$2.29M | 0.5% | 48 |
|
|
2024
Q2 | $2.01M | Sell |
31,637
-27,419
| -46% | -$1.75M | 0.5% | 52 |
|
|
2024
Q1 | $3.55M | Sell |
59,056
-332,038
| -85% | -$19.9M | 0.48% | 53 |
|
|
2023
Q4 | $172M | Buy |
391,094
+28,858
| +8% | +$12.7M | 1.82% | 8 |
|
|
2023
Q3 | $170M | Buy |
362,236
+346,494
| +2,201% | +$163M | 1.87% | 7 |
|
|
2023
Q2 | $6.75K | Buy |
15,742
+336
| +2% | +$144 | 0.02% | 428 |
|
|
2023
Q1 | $1.05K | Buy |
15,406
+11,229
| +269% | +$762 | 0.03% | 357 |
|
|
2022
Q4 | $7.89K | Sell |
4,177
-324
| -7% | -$612 | 0.04% | 323 |
|
|
2022
Q3 | $265 | Sell |
4,501
-9,152
| -67% | -$539 | 0.01% | 498 |
|
|
2022
Q2 | $867 | Buy |
13,653
+9,424
| +223% | +$598 | 0.03% | 332 |
|
|
2022
Q1 | $281 | Sell |
4,229
-5,932
| -58% | -$394 | 0.01% | 519 |
|
|
2021
Q4 | $911 | Buy |
10,161
+1,068
| +12% | +$96 | 0.02% | 396 |
|
|
2021
Q3 | $527K | Sell |
9,093
-11,875
| -57% | -$688K | 0.25% | 75 |
|
|
2021
Q2 | $1.19M | Buy |
20,968
+2,060
| +11% | +$117K | 0.43% | 60 |
|
|
2021
Q1 | $1.38K | Buy |
18,908
+8,909
| +89% | +$649 | 0.03% | 264 |
|
|
2020
Q4 | $540K | Buy |
+9,999
| New | +$540K | 0.49% | 56 |
|
|
2020
Q2 | – | Sell |
-2,457
| Closed | -$14.4K | – | 482 |
|
|
2020
Q1 | $14.4K | Buy |
2,457
+1,752
| +249% | +$10.3K | 0.04% | 157 |
|
|
2019
Q4 | $70K | Sell |
705
-317
| -31% | -$31.5K | 0.05% | 475 |
|
|
2019
Q3 | $56K | Buy |
1,022
+135
| +15% | +$7.4K | 0.05% | 276 |
|
|
2019
Q2 | $45K | Buy |
887
+139
| +19% | +$7.05K | 0.04% | 338 |
|
|
2019
Q1 | $35K | Buy |
+748
| New | +$35K | 0.03% | 373 |
|
|
2018
Q3 | $46K | Sell |
995
-140
| -12% | -$6.47K | 0.05% | 348 |
|
|
2018
Q2 | $52K | Buy |
1,135
+253
| +29% | +$11.6K | 0.05% | 313 |
|
|
2018
Q1 | $37K | Buy |
+882
| New | +$37K | 0.04% | 411 |
|