James J. Burns & Company’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 | $571K | Buy |
8,071
+64
| +0.8% | +$4.53K | 0.09% | 82 |
|
|
2025
Q1 | $573K | Sell |
8,007
-205
| -2% | -$14.7K | 0.1% | 78 |
|
|
2024
Q4 | $511K | Buy |
8,212
+1,758
| +27% | +$109K | 0.09% | 86 |
|
|
2024
Q3 | $464K | Sell |
6,454
-90
| -1% | -$6.47K | 0.08% | 87 |
|
|
2024
Q2 | $417K | Buy |
6,544
+2,006
| +44% | +$128K | 0.08% | 84 |
|
|
2024
Q1 | $273K | Sell |
4,538
-1,300
| -22% | -$78.2K | 0.1% | 73 |
|
|
2023
Q4 | $343K | Buy |
+5,838
| New | +$343K | 0.08% | 88 |
|