Intelligent Financial Strategies’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21K | Sell |
|
|||||
|
2025
Q2 | $152K | Buy |
|
|||||
|
2025
Q1 | $154K | Hold |
|
|||||
|
2024
Q4 | $133K | Buy |
|
|||||
|
2024
Q3 | $154K | Sell |
|
|||||
|
2024
Q2 | $186K | Buy |
|
|||||
|
2024
Q1 | $180K | Hold |
|
|||||
|
2023
Q4 | $172K | Sell |
|
|||||
|
2023
Q3 | $261K | Buy |
|
|||||
|
2023
Q2 | $280K | Buy |
|
|||||
|
2023
Q1 | $288K | Hold |
|
|||||
|
2022
Q4 | $293K | Buy |
|
|||||
|
2022
Q3 | $257K | Buy |
|
|||||
|
2022
Q2 | $288K | Buy |
|
|||||
|
2022
Q1 | $284K | Sell |
|
|||||
|
2021
Q4 | $281K | Buy |
|