Quantum Financial 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 | $325K | Sell |
4,589
-1,020
| -18% | -$72.2K | 0.04% | 126 |
|
|
2025
Q1 | $402K | Buy |
5,609
+1,030
| +22% | +$73.8K | 0.06% | 100 |
|
|
2024
Q4 | $285K | Sell |
4,579
-2,000
| -30% | -$125K | 0.04% | 131 |
|
|
2024
Q3 | $473K | Hold |
6,579
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $419K | Buy |
6,579
+560
| +9% | +$35.6K | 0.07% | 95 |
|
|
2024
Q1 | $368K | Buy |
6,019
+11
| +0.2% | +$673 | 0.07% | 99 |
|
|
2023
Q4 | $354K | Sell |
6,008
-2,842
| -32% | -$167K | 0.09% | 67 |
|
|
2023
Q3 | $495K | Buy |
8,850
+3,677
| +71% | +$206K | 0.15% | 52 |
|
|
2023
Q2 | $312K | Hold |
5,173
| – | – | 0.09% | 64 |
|
|
2023
Q1 | $321K | Hold |
5,173
| – | – | 0.1% | 59 |
|
|
2022
Q4 | $329K | Buy |
5,173
+555
| +12% | +$35.3K | 0.15% | 49 |
|
|
2022
Q3 | $259K | Buy |
4,618
+47
| +1% | +$2.64K | 0.11% | 58 |
|
|
2022
Q2 | $291K | Buy |
+4,571
| New | +$291K | 0.11% | 61 |
|