Fortem Financial Group’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 | $283K | Buy |
3,996
+29
| +0.7% | +$2.05K | 0.09% | 135 |
|
|
2025
Q1 | $284K | Sell |
3,967
-467
| -11% | -$33.4K | 0.11% | 158 |
|
|
2024
Q4 | $276K | Sell |
4,434
-19
| -0.4% | -$1.18K | 0.11% | 153 |
|
|
2024
Q3 | $320K | Sell |
4,453
-8,270
| -65% | -$594K | 0.13% | 143 |
|
|
2024
Q2 | $810K | Sell |
12,723
-442
| -3% | -$28.1K | 0.35% | 86 |
|
|
2024
Q1 | $805K | Buy |
13,165
+1,302
| +11% | +$79.7K | 0.35% | 89 |
|
|
2023
Q4 | $699K | Sell |
11,863
-1,678
| -12% | -$98.9K | 0.35% | 90 |
|
|
2023
Q3 | $758K | Sell |
13,541
-3,972
| -23% | -$222K | 0.44% | 74 |
|
|
2023
Q2 | $1.05M | Buy |
17,513
+663
| +4% | +$39.9K | 0.63% | 50 |
|
|
2023
Q1 | $1.05M | Sell |
16,850
-1,543
| -8% | -$95.7K | 0.68% | 47 |
|
|
2022
Q4 | $1.17M | Sell |
18,393
-4,241
| -19% | -$270K | 0.69% | 41 |
|
|
2022
Q3 | $1.27M | Buy |
+22,634
| New | +$1.27M | 0.88% | 34 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$2K | – | 311 |
|
|
2020
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 446 |
|