IAM Advisory’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 | $223K | Buy |
3,158
+302
| +11% | +$21.4K | 0.05% | 96 |
|
|
2025
Q1 | $205K | Sell |
2,856
-805
| -22% | -$57.7K | 0.05% | 99 |
|
|
2024
Q4 | $228K | Sell |
3,661
-7
| -0.2% | -$436 | 0.06% | 97 |
|
|
2024
Q3 | $264K | Buy |
3,668
+28
| +0.8% | +$2.01K | 0.07% | 91 |
|
|
2024
Q2 | $232K | Sell |
3,640
-18
| -0.5% | -$1.15K | 0.06% | 92 |
|
|
2024
Q1 | $224K | Buy |
3,658
+98
| +3% | +$6K | 0.06% | 95 |
|
|
2023
Q4 | $210K | Sell |
3,560
-140
| -4% | -$8.25K | 0.07% | 91 |
|
|
2023
Q3 | $207K | Buy |
+3,700
| New | +$207K | 0.07% | 91 |
|