Modus Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,978
| Closed | -$123K | – | 215 |
|
|
2024
Q4 | $123K | Buy |
+1,978
| New | +$123K | 0.04% | 119 |
|
|
2021
Q3 | – | Sell |
-2,214
| Closed | -$120K | – | 175 |
|
|
2021
Q2 | $120K | Buy |
+2,214
| New | +$120K | 0.05% | 112 |
|
|
2020
Q3 | – | Sell |
-266
| Closed | -$12K | – | 156 |
|
|
2020
Q2 | $12K | Buy |
+266
| New | +$12K | 0.01% | 166 |
|