IDA
Intelligence Driven Advisers’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
3,684
+217
| +6% | +$15.4K | 0.04% | 94 |
|
|
2025
Q1 | $248K | Sell |
3,467
-1,252
| -27% | -$89.7K | 0.05% | 81 |
|
|
2024
Q4 | $294K | Sell |
4,719
-36
| -0.8% | -$2.24K | 0.06% | 74 |
|
|
2024
Q3 | $342K | Buy |
4,755
+983
| +26% | +$70.6K | 0.05% | 78 |
|
|
2024
Q2 | $240K | Buy |
3,772
+412
| +12% | +$26.2K | 0.03% | 93 |
|
|
2024
Q1 | $206K | Buy |
+3,360
| New | +$206K | 0.03% | 94 |
|
|
2023
Q3 | – | Sell |
-12,748
| Closed | -$772K | – | 93 |
|
|
2023
Q2 | $772K | Buy |
12,748
+1,877
| +17% | +$114K | 0.14% | 48 |
|
|
2023
Q1 | $683K | Hold |
10,871
| – | – | 0.12% | 46 |
|
|
2022
Q4 | $689K | Hold |
10,871
| – | – | 0.13% | 49 |
|
|
2022
Q3 | $598K | Hold |
10,871
| – | – | 0.12% | 68 |
|
|
2022
Q2 | $689K | Buy |
10,871
+32
| +0.3% | +$2.03K | 0.14% | 65 |
|
|
2022
Q1 | $688K | Buy |
10,839
+3,839
| +55% | +$244K | 0.13% | 56 |
|
|
2021
Q4 | $419K | Hold |
7,000
| – | – | 0.08% | 63 |
|
|
2021
Q3 | $372K | Sell |
7,000
-400
| -5% | -$21.3K | 0.08% | 58 |
|
|
2021
Q2 | $400K | Buy |
+7,400
| New | +$400K | 0.08% | 69 |
|
|
2021
Q1 | – | Sell |
-10,839
| Closed | -$594K | – | 85 |
|
|
2020
Q4 | $594K | Sell |
10,839
-453
| -4% | -$24.8K | 0.13% | 54 |
|
|
2020
Q3 | $557K | Sell |
11,292
-213
| -2% | -$10.5K | 0.13% | 45 |
|
|
2020
Q2 | $514K | Sell |
11,505
-74
| -0.6% | -$3.31K | 0.18% | 55 |
|
|
2020
Q1 | $512K | Buy |
11,579
+74
| +0.6% | +$3.27K | 0.24% | 52 |
|
|
2019
Q4 | $637K | Sell |
11,505
-182
| -2% | -$10.1K | 0.29% | 45 |
|
|
2019
Q3 | $636K | Sell |
11,687
-739
| -6% | -$40.2K | 0.3% | 45 |
|
|
2019
Q2 | $633K | Sell |
12,426
-700
| -5% | -$35.7K | 0.3% | 52 |
|
|
2019
Q1 | $615K | Buy |
13,126
+305
| +2% | +$14.3K | 0.34% | 43 |
|
|
2018
Q4 | $607K | Buy |
+12,821
| New | +$607K | 0.38% | 43 |
|