IAG Wealth 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 | $253K | Buy |
3,575
+3
| +0.1% | +$212 | 0.03% | 103 |
|
|
2025
Q1 | $256K | Buy |
3,572
+2,360
| +195% | +$169K | 0.04% | 97 |
|
|
2024
Q4 | $75.5K | Buy |
1,212
+805
| +198% | +$50.1K | 0.01% | 164 |
|
|
2024
Q3 | $29.3K | Sell |
407
-58
| -12% | -$4.17K | 0.01% | 241 |
|
|
2024
Q2 | $29.6K | Buy |
465
+63
| +16% | +$4.01K | 0.01% | 227 |
|
|
2024
Q1 | $24.6K | Hold |
402
| – | – | 0.01% | 224 |
|
|
2023
Q4 | $23.7K | Buy |
402
+347
| +631% | +$20.4K | 0.01% | 219 |
|
|
2023
Q3 | $3.08K | Hold |
55
| – | – | ﹤0.01% | 381 |
|
|
2023
Q2 | $3.31K | Sell |
55
-200
| -78% | -$12K | ﹤0.01% | 394 |
|
|
2023
Q1 | $15.8K | Buy |
255
+200
| +364% | +$12.4K | ﹤0.01% | 250 |
|
|
2022
Q4 | $3.5K | Hold |
55
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 383 |
|
|
2022
Q2 | $3K | Sell |
55
-86
| -61% | -$4.69K | ﹤0.01% | 370 |
|
|
2022
Q1 | $9K | Sell |
141
-31
| -18% | -$1.98K | ﹤0.01% | 310 |
|
|
2021
Q4 | $10K | Hold |
172
| – | – | ﹤0.01% | 302 |
|
|
2021
Q3 | $10K | Hold |
172
| – | – | ﹤0.01% | 271 |
|
|
2021
Q2 | $10K | Hold |
172
| – | – | ﹤0.01% | 266 |
|
|
2021
Q1 | $10K | Sell |
172
-100
| -37% | -$5.81K | ﹤0.01% | 265 |
|
|
2020
Q4 | $15K | Hold |
272
| – | – | 0.01% | 192 |
|
|
2020
Q3 | $14K | Hold |
272
| – | – | 0.01% | 191 |
|
|
2020
Q2 | $13K | Sell |
272
-378
| -58% | -$18.1K | 0.01% | 195 |
|
|
2020
Q1 | $29K | Hold |
650
| – | – | 0.02% | 125 |
|
|
2019
Q4 | $36K | Buy |
+650
| New | +$36K | 0.02% | 131 |
|