Iron Horse Wealth Management’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 | $365K | Sell |
5,154
-75
| -1% | -$5.31K | 0.11% | 34 |
|
|
2025
Q1 | $375K | Buy |
5,229
+528
| +11% | +$37.8K | 0.12% | 32 |
|
|
2024
Q4 | $293K | Sell |
4,701
-35
| -0.7% | -$2.18K | 0.1% | 34 |
|
|
2024
Q3 | $340K | Buy |
4,736
+15
| +0.3% | +$1.08K | 0.12% | 29 |
|
|
2024
Q2 | $300K | Hold |
4,721
| – | – | 0.11% | 28 |
|
|
2024
Q1 | $289K | Sell |
4,721
-185
| -4% | -$11.3K | 0.11% | 32 |
|
|
2023
Q4 | $289K | Buy |
4,906
+852
| +21% | +$50.2K | 0.13% | 30 |
|
|
2023
Q3 | $227K | Hold |
4,054
| – | – | 0.11% | 35 |
|
|
2023
Q2 | $244K | Hold |
4,054
| – | – | 0.12% | 32 |
|
|
2023
Q1 | $251K | Buy |
4,054
+200
| +5% | +$12.4K | 0.13% | 34 |
|
|
2022
Q4 | $245K | Buy |
3,854
+2,973
| +337% | +$189K | 0.13% | 35 |
|
|
2022
Q3 | $49K | Sell |
881
-2,973
| -77% | -$165K | 0.07% | 43 |
|
|
2022
Q2 | $242K | Buy |
3,854
+4
| +0.1% | +$251 | 0.14% | 32 |
|
|
2022
Q1 | $239K | Buy |
3,850
+50
| +1% | +$3.1K | 0.13% | 32 |
|
|
2021
Q4 | $225K | Buy |
3,800
+50
| +1% | +$2.96K | 0.13% | 33 |
|
|
2021
Q3 | $197K | Buy |
3,750
+2
| +0.1% | +$105 | 0.12% | 35 |
|
|
2021
Q2 | $203K | Sell |
3,748
-200
| -5% | -$10.8K | 0.13% | 36 |
|
|
2021
Q1 | $208K | Hold |
3,948
| – | – | 0.16% | 35 |
|
|
2020
Q4 | $217K | Buy |
+3,948
| New | +$217K | 0.17% | 30 |
|