FSA Advisors’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 | – | Sell |
-3,952
| Closed | -$283K | – | 192 |
|
|
2025
Q1 | $283K | Buy |
+3,952
| New | +$283K | 0.22% | 135 |
|
|
2024
Q4 | – | Sell |
-3,309
| Closed | -$229K | – | 162 |
|
|
2024
Q3 | $229K | Sell |
3,309
-570
| -15% | -$39.4K | 0.23% | 122 |
|
|
2024
Q2 | $243K | Sell |
3,879
-151
| -4% | -$9.48K | 0.25% | 118 |
|
|
2024
Q1 | $247K | Buy |
4,030
+43
| +1% | +$2.63K | 0.26% | 113 |
|
|
2023
Q4 | $235K | Buy |
+3,987
| New | +$235K | 0.29% | 102 |
|