Insight 2811 Inc’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 | $257K | Sell |
3,636
-64
| -2% | -$4.53K | 0.12% | 76 |
|
|
2025
Q1 | $265K | Sell |
3,700
-33
| -0.9% | -$2.36K | 0.13% | 72 |
|
|
2024
Q4 | $232K | Buy |
3,733
+13
| +0.3% | +$809 | 0.12% | 77 |
|
|
2024
Q3 | $267K | Hold |
3,720
| – | – | 0.13% | 70 |
|
|
2024
Q2 | $237K | Hold |
3,720
| – | – | 0.12% | 70 |
|
|
2024
Q1 | $228K | Buy |
3,720
+115
| +3% | +$7.04K | 0.12% | 74 |
|
|
2023
Q4 | $212K | Sell |
3,605
-155
| -4% | -$9.13K | 0.12% | 74 |
|
|
2023
Q3 | $210K | Sell |
3,760
-423
| -10% | -$23.7K | 0.12% | 74 |
|
|
2023
Q2 | $252K | Sell |
4,183
-926
| -18% | -$55.8K | 0.14% | 76 |
|
|
2023
Q1 | $317K | Sell |
5,109
-80
| -2% | -$4.96K | 0.2% | 62 |
|
|
2022
Q4 | $330K | Buy |
5,189
+1,558
| +43% | +$99.1K | 0.2% | 63 |
|
|
2022
Q3 | $203K | Buy |
3,631
+59
| +2% | +$3.3K | 0.14% | 76 |
|
|
2022
Q2 | $225K | Buy |
3,572
+187
| +6% | +$11.8K | 0.15% | 73 |
|
|
2022
Q1 | $210K | Buy |
+3,385
| New | +$210K | 0.12% | 81 |
|
|
2017
Q4 | – | Sell |
-4,510
| Closed | -$203K | – | 74 |
|
|
2017
Q3 | $203K | Buy |
+4,510
| New | +$203K | 0.15% | 72 |
|
|
2016
Q3 | – | Sell |
-7,182
| Closed | -$326K | – | 94 |
|
|
2016
Q2 | $326K | Hold |
7,182
| – | – | 0.13% | 93 |
|
|
2016
Q1 | $333K | Buy |
7,182
+1,307
| +22% | +$60.6K | 0.13% | 91 |
|
|
2015
Q4 | $252K | Hold |
5,875
| – | – | 0.12% | 93 |
|
|
2015
Q3 | $236K | Hold |
5,875
| – | – | 0.14% | 92 |
|
|
2015
Q2 | $230K | Hold |
5,875
| – | – | 0.11% | 101 |
|
|
2015
Q1 | $238K | Buy |
+5,875
| New | +$238K | 0.11% | 101 |
|
|
2014
Q4 | – | Sell |
-4,900
| Closed | -$209K | – | 116 |
|
|
2014
Q3 | $209K | Buy |
+4,900
| New | +$209K | 0.09% | 110 |
|
|
2013
Q3 | – | Sell |
-700
| Closed | -$28K | – | 131 |
|
|
2013
Q2 | $28K | Buy |
+700
| New | +$28K | 0.02% | 165 |
|