Power Wealth Management’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 | $224K | Sell |
3,162
-41
| -1% | -$2.9K | 0.09% | 88 |
|
2025
Q1 | $229K | Sell |
3,203
-280
| -8% | -$20.1K | 0.09% | 78 |
|
2024
Q4 | $217K | Sell |
3,483
-89
| -2% | -$5.54K | 0.09% | 86 |
|
2024
Q3 | $257K | Sell |
3,572
-120
| -3% | -$8.62K | 0.11% | 80 |
|
2024
Q2 | $235K | Sell |
3,692
-11,823
| -76% | -$753K | 0.11% | 89 |
|
2024
Q1 | $949K | Buy |
15,515
+9,648
| +164% | +$590K | 0.6% | 34 |
|
2023
Q4 | $346K | Buy |
+5,867
| New | +$346K | 0.24% | 67 |
|