FSA Wealth Management’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 | $425K | Sell |
6,012
-197
| -3% | -$13.9K | 0.17% | 30 |
|
|
2025
Q1 | $445K | Sell |
6,209
-37
| -0.6% | -$2.65K | 0.19% | 30 |
|
|
2024
Q4 | $389K | Buy |
6,246
+61
| +1% | +$3.8K | 0.16% | 30 |
|
|
2024
Q3 | $444K | Buy |
+6,185
| New | +$444K | 0.18% | 29 |
|
|
2024
Q1 | $374K | Hold |
6,118
| – | – | 0.16% | 29 |
|
|
2023
Q4 | $361K | Sell |
6,118
-1,373
| -18% | -$81K | 0.17% | 26 |
|
|
2023
Q3 | $419K | Buy |
7,491
+62
| +0.8% | +$3.47K | 0.23% | 26 |
|
|
2023
Q2 | $447K | Buy |
7,429
+30
| +0.4% | +$1.81K | 0.24% | 23 |
|
|
2023
Q1 | $459K | Hold |
7,399
| – | – | 0.27% | 22 |
|
|
2022
Q4 | $471K | Buy |
7,399
+79
| +1% | +$5.03K | 0.27% | 25 |
|
|
2022
Q3 | $410K | Buy |
7,320
+3,530
| +93% | +$198K | 0.29% | 30 |
|
|
2022
Q2 | $238K | Sell |
3,790
-3,482
| -48% | -$219K | 0.66% | 20 |
|
|
2022
Q1 | $431K | Hold |
7,272
| – | – | 0.25% | 27 |
|
|
2021
Q4 | $431K | Buy |
7,272
+684
| +10% | +$40.5K | 0.25% | 27 |
|
|
2021
Q3 | $346K | Buy |
6,588
+1,378
| +26% | +$72.4K | 0.22% | 32 |
|
|
2021
Q2 | $282K | Hold |
5,210
| – | – | 0.18% | 35 |
|
|
2021
Q1 | $275K | Sell |
5,210
-1,204
| -19% | -$63.6K | 0.18% | 36 |
|
|
2020
Q4 | $352K | Hold |
6,414
| – | – | 0.18% | 35 |
|
|
2020
Q3 | $317K | Hold |
6,414
| – | – | 0.2% | 34 |
|
|
2020
Q2 | $287K | Hold |
6,414
| – | – | 0.2% | 35 |
|
|
2020
Q1 | $284K | Hold |
6,414
| – | – | 0.24% | 30 |
|
|
2019
Q4 | $355K | Buy |
+6,414
| New | +$355K | 0.25% | 30 |
|