Fortitude Advisory 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 | $377K | Buy |
5,332
+8
| +0.2% | +$566 | 0.22% | 100 |
|
|
2025
Q1 | $382K | Sell |
5,324
-376
| -7% | -$27K | 0.27% | 81 |
|
|
2024
Q4 | $355K | Sell |
5,700
-1,377
| -19% | -$85.7K | 0.21% | 101 |
|
|
2024
Q3 | $509K | Sell |
7,077
-161
| -2% | -$11.6K | 0.32% | 68 |
|
|
2024
Q2 | $461K | Sell |
7,238
-3,893
| -35% | -$248K | 0.28% | 72 |
|
|
2024
Q1 | $681K | Sell |
11,131
-354
| -3% | -$21.7K | 0.38% | 52 |
|
|
2023
Q4 | $677K | Buy |
11,485
+109
| +1% | +$6.42K | 0.41% | 48 |
|
|
2023
Q3 | $637K | Buy |
11,376
+157
| +1% | +$8.79K | 0.43% | 47 |
|
|
2023
Q2 | $676K | Sell |
11,219
-344
| -3% | -$20.7K | 0.5% | 43 |
|
|
2023
Q1 | $717K | Sell |
11,563
-325
| -3% | -$20.2K | 0.56% | 42 |
|
|
2022
Q4 | $756K | Buy |
11,888
+180
| +2% | +$11.4K | 0.64% | 35 |
|
|
2022
Q3 | $656K | Buy |
11,708
+146
| +1% | +$8.18K | 0.62% | 40 |
|
|
2022
Q2 | $727K | Sell |
11,562
-830
| -7% | -$52.2K | 0.66% | 38 |
|
|
2022
Q1 | $770K | Buy |
12,392
+66
| +0.5% | +$4.1K | 0.41% | 40 |
|
|
2021
Q4 | $729K | Buy |
+12,326
| New | +$729K | 0.37% | 42 |
|