Instrumental Wealth’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 | $355K | Buy |
5,122
+282
| +6% | +$19.6K | 0.28% | 39 |
|
|
2025
Q1 | $348K | Buy |
4,840
+92
| +2% | +$6.62K | 0.32% | 36 |
|
|
2024
Q4 | $339K | Buy |
4,748
+7
| +0.1% | +$499 | 0.32% | 33 |
|
|
2024
Q3 | $333K | Buy |
4,741
+93
| +2% | +$6.54K | 0.33% | 31 |
|
|
2024
Q2 | $307K | Buy |
4,648
+55
| +1% | +$3.63K | 0.32% | 32 |
|
|
2024
Q1 | $284K | Buy |
4,593
+123
| +3% | +$7.6K | 0.12% | 32 |
|
|
2023
Q4 | $263K | Sell |
4,470
-77
| -2% | -$4.54K | 0.28% | 31 |
|
|
2023
Q3 | $246K | Buy |
4,547
+248
| +6% | +$13.4K | 0.29% | 29 |
|
|
2023
Q2 | $257K | Sell |
4,299
-71
| -2% | -$4.25K | 0.31% | 25 |
|
|
2023
Q1 | $278K | Buy |
+4,370
| New | +$278K | 0.37% | 21 |
|