Novak & Powell 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 | $246K | Buy |
3,473
+25
| +0.7% | +$1.77K | 0.17% | 123 |
|
|
2025
Q1 | $247K | Sell |
3,448
-24
| -0.7% | -$1.72K | 0.15% | 129 |
|
|
2024
Q4 | $216K | Buy |
3,472
+22
| +0.6% | +$1.37K | 0.13% | 139 |
|
|
2024
Q3 | $248K | Sell |
3,450
-198
| -5% | -$14.2K | 0.14% | 135 |
|
|
2024
Q2 | $232K | Buy |
3,648
+7
| +0.2% | +$446 | 0.14% | 128 |
|
|
2024
Q1 | $223K | Buy |
+3,641
| New | +$223K | 0.17% | 125 |
|