IRON Financial’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 | $270K | Buy |
3,811
+69
| +2% | +$4.88K | 0.14% | 90 |
|
|
2025
Q1 | $268K | Hold |
3,742
| – | – | 0.15% | 81 |
|
|
2024
Q4 | $233K | Buy |
3,742
+27
| +0.7% | +$1.68K | 0.13% | 85 |
|
|
2024
Q3 | $267K | Sell |
3,715
-66
| -2% | -$4.74K | 0.15% | 82 |
|
|
2024
Q2 | $241K | Buy |
3,781
+9
| +0.2% | +$573 | 0.13% | 87 |
|
|
2024
Q1 | $231K | Sell |
3,772
-6,011
| -61% | -$368K | 0.13% | 86 |
|
|
2023
Q4 | $576K | Sell |
9,783
-266
| -3% | -$15.7K | 0.33% | 55 |
|
|
2023
Q3 | $563K | Buy |
10,049
+2,863
| +40% | +$160K | 0.33% | 56 |
|
|
2023
Q2 | $433K | Sell |
7,186
-66
| -0.9% | -$3.98K | 0.23% | 58 |
|
|
2023
Q1 | $450K | Sell |
7,252
-5,278
| -42% | -$327K | 0.25% | 58 |
|
|
2022
Q4 | $797K | Sell |
12,530
-253
| -2% | -$16.1K | 0.46% | 46 |
|
|
2022
Q3 | $716K | Buy |
12,783
+6,085
| +91% | +$341K | 0.39% | 50 |
|
|
2022
Q2 | $421K | Sell |
6,698
-223
| -3% | -$14K | 0.22% | 62 |
|
|
2022
Q1 | $429K | Buy |
6,921
+2,799
| +68% | +$173K | 0.2% | 69 |
|
|
2021
Q4 | $244K | Buy |
4,122
+85
| +2% | +$5.03K | 0.11% | 97 |
|
|
2021
Q3 | $212K | Buy |
4,037
+192
| +5% | +$10.1K | 0.1% | 103 |
|
|
2021
Q2 | $208K | Buy |
+3,845
| New | +$208K | 0.1% | 104 |
|
|
2014
Q3 | – | Sell |
-5,216
| Closed | -$221K | – | 75 |
|
|
2014
Q2 | $221K | Buy |
5,216
+24
| +0.5% | +$1.02K | 0.2% | 66 |
|
|
2014
Q1 | $201K | Buy |
+5,192
| New | +$201K | 0.15% | 59 |
|