Finer 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
Q2 | $1.89M | Sell |
26,719
-70
| -0.3% | -$4.95K | 1.01% | 27 |
|
|
2025
Q1 | $1.92M | Sell |
26,789
-236
| -0.9% | -$16.9K | 1.15% | 26 |
|
|
2024
Q4 | $1.68M | Sell |
27,025
-2
| -0% | -$125 | 0.96% | 27 |
|
|
2024
Q3 | $1.94M | Buy |
27,027
+2
| +0% | +$144 | 1.2% | 24 |
|
|
2024
Q2 | $1.72M | Buy |
27,025
+16,924
| +168% | +$1.08M | 1.11% | 25 |
|
|
2024
Q1 | $618K | Hold |
10,101
| – | – | 0.41% | 50 |
|
|
2023
Q4 | $595K | Buy |
10,101
+2
| +0% | +$118 | 0.44% | 47 |
|
|
2023
Q3 | $565K | Sell |
10,099
-4
| -0% | -$224 | 0.45% | 48 |
|
|
2023
Q2 | $608K | Buy |
10,103
+3
| +0% | +$181 | 0.48% | 49 |
|
|
2023
Q1 | $626K | Hold |
10,100
| – | – | 0.53% | 45 |
|
|
2022
Q4 | $642K | Buy |
10,100
+1
| +0% | +$64 | 0.6% | 42 |
|
|
2022
Q3 | $566K | Hold |
10,099
| – | – | 0.56% | 47 |
|
|
2022
Q2 | $635K | Hold |
10,099
| – | – | 0.58% | 43 |
|
|
2022
Q1 | $626K | Sell |
10,099
-470
| -4% | -$29.1K | 0.51% | 46 |
|
|
2021
Q4 | $626K | Buy |
+10,569
| New | +$626K | 0.52% | 48 |
|