ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $257K | Sell |
4,033
-8,129
| -67% | -$517K | 0.15% | 86 |
|
|
2024
Q1 | $744K | Sell |
12,162
-87
| -0.7% | -$5.32K | 0.15% | 125 |
|
|
2023
Q4 | $722K | Sell |
12,249
-398
| -3% | -$23.5K | 0.16% | 118 |
|
|
2023
Q3 | $708K | Buy |
12,647
+524
| +4% | +$29.3K | 0.2% | 104 |
|
|
2023
Q2 | $730K | Sell |
12,123
-4,898
| -29% | -$295K | 0.18% | 107 |
|
|
2023
Q1 | $1.06M | Buy |
17,021
+451
| +3% | +$28K | 0.25% | 93 |
|
|
2022
Q4 | $1.05M | Sell |
16,570
-11,142
| -40% | -$708K | 0.25% | 98 |
|
|
2022
Q3 | $1.55M | Buy |
27,712
+3,671
| +15% | +$206K | 0.33% | 73 |
|
|
2022
Q2 | $1.57M | Buy |
24,041
+289
| +1% | +$18.8K | 0.29% | 83 |
|
|
2022
Q1 | $1.49M | Buy |
+23,752
| New | +$1.49M | 0.28% | 84 |
|