Indie Asset 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 | $224K | Sell |
3,168
-5,483
| -63% | -$388K | 0.41% | 61 |
|
|
2025
Q1 | $620K | Sell |
8,651
-658
| -7% | -$47.1K | 0.54% | 33 |
|
|
2024
Q4 | $580K | Sell |
9,309
-82
| -0.9% | -$5.11K | 0.46% | 36 |
|
|
2024
Q3 | $675K | Buy |
9,391
+8
| +0.1% | +$575 | 0.51% | 32 |
|
|
2024
Q2 | $597K | Sell |
9,383
-63
| -0.7% | -$4.01K | 0.48% | 33 |
|
|
2024
Q1 | $578K | Buy |
9,446
+71
| +0.8% | +$4.34K | 0.51% | 33 |
|
|
2023
Q4 | $552K | Buy |
9,375
+104
| +1% | +$6.13K | 0.5% | 30 |
|
|
2023
Q3 | $519K | Buy |
9,271
+1
| +0% | +$56 | 0.52% | 28 |
|
|
2023
Q2 | $558K | Buy |
9,270
+50
| +0.5% | +$3.01K | 0.61% | 26 |
|
|
2023
Q1 | $572K | Hold |
9,220
| – | – | 0.67% | 26 |
|
|
2022
Q4 | $587K | Hold |
9,220
| – | – | 0.64% | 31 |
|
|
2022
Q3 | $517K | Sell |
9,220
-1,080
| -10% | -$60.6K | 0.53% | 33 |
|
|
2022
Q2 | $648K | Buy |
10,300
+1,000
| +11% | +$62.9K | 0.57% | 31 |
|
|
2022
Q1 | $577K | Hold |
9,300
| – | – | 0.43% | 38 |
|
|
2021
Q4 | $551K | Buy |
9,300
+100
| +1% | +$5.93K | 0.4% | 44 |
|
|
2021
Q3 | $483K | Sell |
9,200
-149
| -2% | -$7.82K | 0.39% | 54 |
|
|
2021
Q2 | $506K | Sell |
9,349
-603
| -6% | -$32.6K | 0.41% | 52 |
|
|
2021
Q1 | $525K | Sell |
9,952
-400
| -4% | -$21.1K | 0.6% | 49 |
|
|
2020
Q4 | $568K | Buy |
10,352
+2
| +0% | +$110 | 0.66% | 36 |
|
|
2020
Q3 | $511K | Hold |
10,350
| – | – | 0.64% | 42 |
|
|
2020
Q2 | $494K | Sell |
10,350
-499
| -5% | -$23.8K | 0.62% | 42 |
|
|
2020
Q1 | $480K | Buy |
10,849
+250
| +2% | +$11.1K | 0.6% | 36 |
|
|
2019
Q4 | $587K | Buy |
+10,599
| New | +$587K | 0.62% | 33 |
|