Investmark Advisory Group’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 | $360K | Sell |
5,084
-40
| -0.8% | -$2.83K | 0.17% | 89 |
|
|
2025
Q1 | $367K | Hold |
5,124
| – | – | 0.18% | 81 |
|
|
2024
Q4 | $319K | Buy |
5,124
+33
| +0.6% | +$2.06K | 0.16% | 92 |
|
|
2024
Q3 | $366K | Sell |
5,091
-483
| -9% | -$34.7K | 0.18% | 87 |
|
|
2024
Q2 | $355K | Sell |
5,574
-53
| -0.9% | -$3.37K | 0.19% | 81 |
|
|
2024
Q1 | $344K | Buy |
5,627
+25
| +0.4% | +$1.53K | 0.19% | 85 |
|
|
2023
Q4 | $330K | Buy |
5,602
+622
| +12% | +$36.7K | 0.19% | 87 |
|
|
2023
Q3 | $279K | Buy |
4,980
+61
| +1% | +$3.42K | 0.19% | 82 |
|
|
2023
Q2 | $296K | Sell |
4,919
-241
| -5% | -$14.5K | 0.2% | 82 |
|
|
2023
Q1 | $320K | Hold |
5,160
| – | – | 0.24% | 74 |
|
|
2022
Q4 | $328K | Buy |
5,160
+265
| +5% | +$16.9K | 0.24% | 76 |
|
|
2022
Q3 | $274K | Buy |
4,895
+473
| +11% | +$26.5K | 0.25% | 72 |
|
|
2022
Q2 | $278K | Sell |
4,422
-44
| -1% | -$2.77K | 0.27% | 58 |
|
|
2022
Q1 | $276K | Sell |
4,466
-274
| -6% | -$16.9K | 0.28% | 66 |
|
|
2021
Q4 | $280K | Buy |
+4,740
| New | +$280K | 0.26% | 66 |
|