Future Financial 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 | $85.3K | Buy |
1,206
+4
| +0.3% | +$283 | 0.06% | 177 |
|
|
2025
Q1 | $86.1K | Hold |
1,202
| – | – | 0.06% | 169 |
|
|
2024
Q4 | $74.8K | Sell |
1,202
-791
| -40% | -$49.2K | 0.05% | 197 |
|
|
2024
Q3 | $143K | Buy |
+1,993
| New | +$143K | 0.1% | 136 |
|
|
2024
Q2 | – | Sell |
-2,065
| Closed | -$126K | – | 290 |
|
|
2024
Q1 | $126K | Buy |
+2,065
| New | +$126K | 0.1% | 148 |
|
|
2022
Q2 | – | Sell |
-1,586
| Closed | -$98K | – | 316 |
|
|
2022
Q1 | $98K | Hold |
1,586
| – | – | 0.08% | 185 |
|
|
2021
Q4 | $94K | Buy |
+1,586
| New | +$94K | 0.08% | 199 |
|