Mosaic 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 | $297K | Hold |
4,200
| – | – | 0.23% | 94 |
|
|
2025
Q1 | $301K | Sell |
4,200
-4,200
| -50% | -$301K | 0.24% | 87 |
|
|
2024
Q4 | $523K | Hold |
8,400
| – | – | 0.38% | 58 |
|
|
2024
Q3 | $604K | Hold |
8,400
| – | – | 0.43% | 54 |
|
|
2024
Q2 | $535K | Buy |
8,400
+4,200
| +100% | +$268K | 0.38% | 58 |
|
|
2024
Q1 | $257K | Buy |
+4,200
| New | +$257K | 0.21% | 97 |
|