Invenio Wealth Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,908
| Closed | -$430K | – | 98 |
|
|
2024
Q4 | $430K | Buy |
6,908
+141
| +2% | +$8.78K | 0.18% | 56 |
|
|
2024
Q3 | $486K | Buy |
6,767
+55
| +0.8% | +$3.95K | 0.21% | 54 |
|
|
2024
Q2 | $427K | Sell |
6,712
-325
| -5% | -$20.7K | 0.21% | 53 |
|
|
2024
Q1 | $431K | Buy |
7,037
+484
| +7% | +$29.6K | 0.23% | 52 |
|
|
2023
Q4 | $386K | Buy |
6,553
+587
| +10% | +$34.6K | 0.28% | 57 |
|
|
2023
Q3 | $334K | Buy |
+5,966
| New | +$334K | 0.3% | 59 |
|