Insigneo Advisory Services’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 | $3.49M | Buy |
49,389
+3,066
| +7% | +$217K | 0.3% | 56 |
|
|
2025
Q1 | $3.32M | Buy |
46,323
+2,428
| +6% | +$174K | 0.34% | 49 |
|
|
2024
Q4 | $2.73M | Sell |
43,895
-4,155
| -9% | -$259K | 0.28% | 67 |
|
|
2024
Q3 | $3.45M | Buy |
48,050
+5,223
| +12% | +$375K | 0.35% | 51 |
|
|
2024
Q2 | $2.92M | Sell |
42,827
-2,551
| -6% | -$174K | 0.33% | 55 |
|
|
2024
Q1 | $2.8M | Sell |
45,378
-1,438
| -3% | -$88.7K | 0.33% | 56 |
|
|
2023
Q4 | $2.76M | Buy |
46,816
+5,133
| +12% | +$302K | 0.39% | 49 |
|
|
2023
Q3 | $2.35M | Buy |
41,683
+4,527
| +12% | +$256K | 0.48% | 44 |
|
|
2023
Q2 | $2.25M | Buy |
37,156
+16,545
| +80% | +$1M | 0.43% | 47 |
|
|
2023
Q1 | $1.29M | Buy |
20,611
+1,739
| +9% | +$109K | 0.41% | 52 |
|
|
2022
Q4 | $1.2M | Buy |
+18,872
| New | +$1.2M | 0.45% | 47 |
|