Mirabella Financial Services’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 | $2.03M | Buy |
+28,688
| New | +$2.03M | 0.21% | 75 |
|
|
2024
Q3 | – | Sell |
-25,600
| Closed | -$1.63M | – | 330 |
|
|
2024
Q2 | $1.63M | Sell |
25,600
-10,140
| -28% | -$645K | 0.12% | 91 |
|
|
2024
Q1 | $2.19M | Buy |
35,740
+6,170
| +21% | +$377K | 0.16% | 116 |
|
|
2023
Q4 | $1.74M | Buy |
29,570
+4
| +0% | +$236 | 0.23% | 94 |
|
|
2023
Q3 | $1.66M | Buy |
29,566
+11,036
| +60% | +$618K | 0.23% | 109 |
|
|
2023
Q2 | $1.12M | Buy |
+18,530
| New | +$1.12M | 0.12% | 180 |
|
|
2023
Q1 | – | Sell |
-10,076
| Closed | -$641K | – | 501 |
|
|
2022
Q4 | $641K | Buy |
10,076
+4,321
| +75% | +$275K | 0.06% | 180 |
|
|
2022
Q3 | $326K | Buy |
+5,755
| New | +$326K | 0.03% | 209 |
|
|
2021
Q3 | – | Sell |
-44,970
| Closed | -$2.43M | – | 493 |
|
|
2021
Q2 | $2.43M | Buy |
+44,970
| New | +$2.43M | 0.44% | 76 |
|
|
2021
Q1 | – | Sell |
-218,116
| Closed | -$12M | – | 352 |
|
|
2020
Q4 | $12M | Buy |
+218,116
| New | +$12M | 1.49% | 10 |
|
|
2020
Q2 | – | Sell |
-11,014
| Closed | -$487K | – | 187 |
|
|
2020
Q1 | $487K | Sell |
11,014
-65,486
| -86% | -$2.9M | 0.28% | 54 |
|
|
2019
Q4 | $4.23M | Buy |
+76,500
| New | +$4.23M | 0.76% | 37 |
|