Investment 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 | – | Sell |
-3,233
| Closed | -$232K | – | 177 |
|
|
2025
Q1 | $232K | Sell |
3,233
-210
| -6% | -$15K | 0.08% | 150 |
|
|
2024
Q4 | $214K | Buy |
3,443
+65
| +2% | +$4.05K | 0.07% | 157 |
|
|
2024
Q3 | $243K | Buy |
3,378
+146
| +5% | +$10.5K | 0.08% | 149 |
|
|
2024
Q2 | $206K | Buy |
+3,232
| New | +$206K | 0.08% | 159 |
|
|
2024
Q1 | – | Sell |
-3,495
| Closed | -$206K | – | 162 |
|
|
2023
Q4 | $206K | Sell |
3,495
-138
| -4% | -$8.13K | 0.09% | 142 |
|
|
2023
Q3 | $203K | Sell |
3,633
-16
| -0.4% | -$896 | 0.11% | 138 |
|
|
2023
Q2 | $220K | Buy |
3,649
+306
| +9% | +$18.4K | 0.11% | 128 |
|
|
2023
Q1 | $207K | Hold |
3,343
| – | – | 0.12% | 130 |
|
|
2022
Q4 | $213K | Buy |
+3,343
| New | +$213K | 0.13% | 126 |
|