FSG
Financial Strategies Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
4,498
+134
| +3% | +$9.36K | 0.07% | 84 |
|
|
2025
Q1 | $314K | Buy |
4,364
+10
| +0.2% | +$719 | 0.07% | 80 |
|
|
2024
Q4 | $266K | Hold |
4,354
| – | – | 0.06% | 91 |
|
|
2024
Q3 | $306K | Sell |
4,354
-522
| -11% | -$36.7K | 0.07% | 83 |
|
|
2024
Q2 | $306K | Sell |
4,876
-20
| -0.4% | -$1.25K | 0.08% | 74 |
|
|
2024
Q1 | $292K | Hold |
4,896
| – | – | 0.08% | 65 |
|
|
2023
Q4 | $288K | Hold |
4,896
| – | – | 0.08% | 68 |
|
|
2023
Q3 | $265K | Hold |
4,896
| – | – | 0.08% | 72 |
|
|
2023
Q2 | $295K | Hold |
4,896
| – | – | 0.09% | 66 |
|
|
2023
Q1 | $304K | Sell |
4,896
-13
| -0.3% | -$806 | 0.12% | 66 |
|
|
2022
Q4 | $312K | Sell |
4,909
-19
| -0.4% | -$1.21K | 0.13% | 65 |
|
|
2022
Q3 | $276K | Buy |
4,928
+80
| +2% | +$4.48K | 0.13% | 68 |
|
|
2022
Q2 | $305K | Buy |
4,848
+10
| +0.2% | +$629 | 0.13% | 69 |
|
|
2022
Q1 | $300K | Buy |
4,838
+4
| +0.1% | +$248 | 0.12% | 73 |
|
|
2021
Q4 | $286K | Sell |
4,834
-90
| -2% | -$5.33K | 0.12% | 67 |
|
|
2021
Q3 | $258K | Buy |
4,924
+95
| +2% | +$4.98K | 0.12% | 68 |
|
|
2021
Q2 | $261K | Buy |
4,829
+424
| +10% | +$22.9K | 0.12% | 67 |
|
|
2021
Q1 | $232K | Sell |
4,405
-146
| -3% | -$7.69K | 0.12% | 66 |
|
|
2020
Q4 | $250K | Buy |
4,551
+9
| +0.2% | +$494 | 0.14% | 55 |
|
|
2020
Q3 | $224K | Hold |
4,542
| – | – | 0.15% | 53 |
|
|
2020
Q2 | $203K | Hold |
4,542
| – | – | 0.15% | 45 |
|
|
2020
Q1 | $201K | Buy |
4,542
+522
| +13% | +$23.1K | 0.18% | 41 |
|
|
2019
Q4 | $223K | Buy |
+4,020
| New | +$223K | 0.18% | 42 |
|