PSI 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
Q2 | – | Sell |
-612
| Closed | -$43.8K | – | 413 |
|
|
2025
Q1 | $43.8K | Sell |
612
-661
| -52% | -$47.3K | 0.01% | 255 |
|
|
2024
Q4 | $79.2K | Sell |
1,273
-82
| -6% | -$5.1K | 0.02% | 206 |
|
|
2024
Q3 | $97.3K | Sell |
1,355
-253
| -16% | -$18.2K | 0.03% | 198 |
|
|
2024
Q2 | $102K | Sell |
1,608
-335
| -17% | -$21.3K | 0.03% | 180 |
|
|
2024
Q1 | $119K | Hold |
1,943
| – | – | 0.04% | 166 |
|
|
2023
Q4 | $114K | Buy |
1,943
+80
| +4% | +$4.71K | 0.04% | 166 |
|
|
2023
Q3 | $104K | Buy |
1,863
+84
| +5% | +$4.7K | 0.05% | 168 |
|
|
2023
Q2 | $107K | Sell |
1,779
-47
| -3% | -$2.83K | 0.05% | 163 |
|
|
2023
Q1 | $113K | Hold |
1,826
| – | – | 0.05% | 149 |
|
|
2022
Q4 | $116K | Sell |
1,826
-46
| -2% | -$2.93K | 0.06% | 140 |
|
|
2022
Q3 | $105K | Buy |
1,872
+51
| +3% | +$2.86K | 0.06% | 157 |
|
|
2022
Q2 | $115K | Sell |
1,821
-362
| -17% | -$22.9K | 0.06% | 162 |
|
|
2022
Q1 | $135K | Sell |
2,183
-195
| -8% | -$12.1K | 0.06% | 165 |
|
|
2021
Q4 | $141K | Sell |
2,378
-601
| -20% | -$35.6K | 0.06% | 173 |
|
|
2021
Q3 | $156K | Buy |
+2,979
| New | +$156K | 0.07% | 156 |
|
|
2020
Q2 | – | Sell |
-6,151
| Closed | -$272K | – | 119 |
|
|
2020
Q1 | $272K | Sell |
6,151
-1,015
| -14% | -$44.9K | 0.25% | 81 |
|
|
2019
Q4 | $396K | Buy |
+7,166
| New | +$396K | 0.25% | 80 |
|