JDM Financial 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 | $10.3K | Hold |
145
| – | – | ﹤0.01% | 183 |
|
|
2025
Q1 | $10.4K | Sell |
145
-73
| -33% | -$5.23K | 0.01% | 173 |
|
|
2024
Q4 | $13.6K | Sell |
218
-50
| -19% | -$3.11K | 0.01% | 150 |
|
|
2024
Q3 | $19.3K | Buy |
268
+50
| +23% | +$3.59K | 0.01% | 128 |
|
|
2024
Q2 | $13.9K | Hold |
218
| – | – | 0.01% | 129 |
|
|
2024
Q1 | $13.3K | Hold |
218
| – | – | 0.01% | 124 |
|
|
2023
Q4 | $12.8K | Hold |
218
| – | – | 0.01% | 120 |
|
|
2023
Q3 | $12.2K | Hold |
218
| – | – | 0.01% | 115 |
|
|
2023
Q2 | $13.1K | Hold |
218
| – | – | 0.01% | 115 |
|
|
2023
Q1 | $13.5K | Sell |
218
-436
| -67% | -$27K | 0.01% | 120 |
|
|
2022
Q4 | $41.6K | Buy |
+654
| New | +$41.6K | 0.04% | 74 |
|