Intelligent Financial Strategies’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 | $152K | Buy |
2,135
+2
| +0.1% | +$143 | 0.08% | 38 |
|
|
2025
Q1 | $154K | Hold |
2,133
| – | – | 0.08% | 38 |
|
|
2024
Q4 | $133K | Buy |
2,133
+5
| +0.2% | +$311 | 0.07% | 39 |
|
|
2024
Q3 | $154K | Sell |
2,128
-797
| -27% | -$57.7K | 0.08% | 40 |
|
|
2024
Q2 | $186K | Buy |
2,925
+3
| +0.1% | +$191 | 0.11% | 39 |
|
|
2024
Q1 | $180K | Hold |
2,922
| – | – | 0.11% | 41 |
|
|
2023
Q4 | $172K | Sell |
2,922
-1,695
| -37% | -$99.9K | 0.12% | 42 |
|
|
2023
Q3 | $261K | Buy |
4,617
+2
| +0% | +$113 | 0.19% | 39 |
|
|
2023
Q2 | $280K | Buy |
4,615
+8
| +0.2% | +$485 | 0.2% | 40 |
|
|
2023
Q1 | $288K | Hold |
4,607
| – | – | 0.23% | 38 |
|
|
2022
Q4 | $293K | Buy |
4,607
+16
| +0.3% | +$1.02K | 0.25% | 39 |
|
|
2022
Q3 | $257K | Buy |
4,591
+7
| +0.2% | +$392 | 0.27% | 42 |
|
|
2022
Q2 | $288K | Buy |
4,584
+7
| +0.2% | +$440 | 0.29% | 43 |
|
|
2022
Q1 | $284K | Sell |
4,577
-170
| -4% | -$10.5K | 0.28% | 40 |
|
|
2021
Q4 | $281K | Buy |
+4,747
| New | +$281K | 0.25% | 44 |
|