Joule 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 | $370K | Buy |
5,196
+10
| +0.2% | +$713 | 0.12% | 74 |
|
|
2025
Q1 | $374K | Buy |
5,186
+67
| +1% | +$4.83K | 0.13% | 75 |
|
|
2024
Q4 | $319K | Buy |
5,119
+31
| +0.6% | +$1.93K | 0.11% | 79 |
|
|
2024
Q3 | $368K | Buy |
5,088
+221
| +5% | +$16K | 0.13% | 78 |
|
|
2024
Q2 | $312K | Buy |
4,867
+167
| +4% | +$10.7K | 0.13% | 81 |
|
|
2024
Q1 | $290K | Sell |
4,700
-238
| -5% | -$14.7K | 0.12% | 82 |
|
|
2023
Q4 | $291K | Buy |
4,938
+384
| +8% | +$22.6K | 0.14% | 83 |
|
|
2023
Q3 | $257K | Buy |
4,554
+61
| +1% | +$3.44K | 0.13% | 86 |
|
|
2023
Q2 | $273K | Buy |
4,493
+12
| +0.3% | +$728 | 0.14% | 83 |
|
|
2023
Q1 | $280K | Sell |
4,481
-3,235
| -42% | -$202K | 0.15% | 77 |
|
|
2022
Q4 | $491K | Sell |
7,716
-10
| -0.1% | -$636 | 0.33% | 40 |
|
|
2022
Q3 | $433K | Buy |
7,726
+773
| +11% | +$43.3K | 0.32% | 48 |
|
|
2022
Q2 | $440K | Buy |
+6,953
| New | +$440K | 0.34% | 48 |
|