FourThought Financial Partners’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 | $412K | Sell |
5,827
-433
| -7% | -$30.6K | 0.04% | 205 |
|
|
2025
Q1 | $448K | Sell |
6,260
-610
| -9% | -$43.7K | 0.05% | 194 |
|
|
2024
Q4 | $428K | Buy |
+6,870
| New | +$428K | 0.04% | 202 |
|
|
2024
Q2 | – | Sell |
-7,750
| Closed | -$474K | – | 258 |
|
|
2024
Q1 | $474K | Buy |
7,750
+299
| +4% | +$18.3K | 0.05% | 204 |
|
|
2023
Q4 | $439K | Sell |
7,451
-456
| -6% | -$26.9K | 0.06% | 206 |
|
|
2023
Q3 | $443K | Buy |
7,907
+215
| +3% | +$12K | 0.06% | 198 |
|
|
2023
Q2 | $463K | Sell |
7,692
-100
| -1% | -$6.02K | 0.06% | 199 |
|
|
2023
Q1 | $483K | Buy |
7,792
+1,159
| +17% | +$71.9K | 0.07% | 190 |
|
|
2022
Q4 | $422K | Buy |
+6,633
| New | +$422K | 0.06% | 211 |
|