Invictus Private Wealth’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 | $824K | Sell |
11,651
-469
| -4% | -$33.2K | 0.06% | 43 |
|
|
2025
Q1 | $868K | Sell |
12,120
-1,244
| -9% | -$89.1K | 0.07% | 41 |
|
|
2024
Q4 | $832K | Sell |
13,364
-409
| -3% | -$25.5K | 0.06% | 44 |
|
|
2024
Q3 | $990K | Sell |
13,773
-650
| -5% | -$46.7K | 0.08% | 37 |
|
|
2024
Q2 | $918K | Sell |
14,423
-492
| -3% | -$31.3K | 0.08% | 38 |
|
|
2024
Q1 | $913K | Sell |
14,915
-580
| -4% | -$35.5K | 0.08% | 37 |
|
|
2023
Q4 | $913K | Sell |
15,495
-515
| -3% | -$30.3K | 0.09% | 36 |
|
|
2023
Q3 | $896K | Sell |
16,010
-9
| -0.1% | -$504 | 0.1% | 39 |
|
|
2023
Q2 | $965K | Sell |
16,019
-1,007
| -6% | -$60.6K | 0.1% | 38 |
|
|
2023
Q1 | $1.06M | Sell |
17,026
-424
| -2% | -$26.3K | 0.12% | 38 |
|
|
2022
Q4 | $1.11M | Buy |
+17,450
| New | +$1.11M | 0.14% | 38 |
|