Optivise Advisory 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 | $265K | Sell |
3,746
-13
| -0.3% | -$920 | 0.14% | 153 |
|
|
2025
Q1 | $269K | Sell |
3,759
-1,703
| -31% | -$122K | 0.15% | 140 |
|
|
2024
Q4 | $340K | Buy |
5,462
+850
| +18% | +$52.9K | 0.18% | 113 |
|
|
2024
Q3 | $331K | Sell |
4,612
-594
| -11% | -$42.7K | 0.17% | 112 |
|
|
2024
Q2 | $331K | Buy |
+5,206
| New | +$331K | 0.18% | 117 |
|