Fountainhead AM’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 | $464K | Buy |
6,560
+510
| +8% | +$36.1K | 0.07% | 121 |
|
|
2025
Q1 | $433K | Buy |
6,050
+1,041
| +21% | +$74.6K | 0.07% | 104 |
|
|
2024
Q4 | $312K | Buy |
5,009
+990
| +25% | +$61.6K | 0.06% | 121 |
|
|
2024
Q3 | $289K | Buy |
4,019
+47
| +1% | +$3.38K | 0.06% | 111 |
|
|
2024
Q2 | $253K | Buy |
3,972
+139
| +4% | +$8.85K | 0.06% | 109 |
|
|
2024
Q1 | $235K | Buy |
3,833
+38
| +1% | +$2.33K | 0.06% | 117 |
|
|
2023
Q4 | $224K | Buy |
3,795
+205
| +6% | +$12.1K | 0.06% | 107 |
|
|
2023
Q3 | $201K | Buy |
3,590
+220
| +7% | +$12.3K | 0.07% | 87 |
|
|
2023
Q2 | $203K | Buy |
+3,370
| New | +$203K | 0.07% | 79 |
|