FSM Wealth 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 | $679K | Buy |
9,566
+4,443
| +87% | +$316K | 0.11% | 118 |
|
|
2025
Q1 | $367K | Buy |
5,123
+1,217
| +31% | +$87.2K | 0.08% | 138 |
|
|
2024
Q4 | $243K | Sell |
3,906
-211
| -5% | -$13.1K | 0.06% | 160 |
|
|
2024
Q3 | $296K | Buy |
4,117
+555
| +16% | +$39.9K | 0.08% | 132 |
|
|
2024
Q2 | $227K | Buy |
3,562
+149
| +4% | +$9.48K | 0.08% | 144 |
|
|
2024
Q1 | $209K | Buy |
+3,413
| New | +$209K | 0.07% | 157 |
|
|
2023
Q3 | – | Sell |
-3,553
| Closed | -$211K | – | 162 |
|
|
2023
Q2 | $211K | Buy |
3,553
+69
| +2% | +$4.11K | 0.11% | 159 |
|
|
2023
Q1 | $216K | Buy |
3,484
+225
| +7% | +$14K | 0.13% | 143 |
|
|
2022
Q4 | $207K | Buy |
+3,259
| New | +$207K | 0.15% | 133 |
|