Rebalance’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 | $255K | Sell |
3,599
-461
| -11% | -$32.6K | 0.02% | 88 |
|
|
2025
Q1 | $291K | Buy |
4,060
+1
| +0% | +$72 | 0.02% | 84 |
|
|
2024
Q4 | $253K | Hold |
4,059
| – | – | 0.02% | 92 |
|
|
2024
Q3 | $292K | Buy |
4,059
+177
| +5% | +$12.7K | 0.02% | 85 |
|
|
2024
Q2 | $247K | Hold |
3,882
| – | – | 0.02% | 83 |
|
|
2024
Q1 | $238K | Hold |
3,882
| – | – | 0.02% | 87 |
|
|
2023
Q4 | $229K | Buy |
+3,882
| New | +$229K | 0.02% | 86 |
|
|
2023
Q1 | – | Sell |
-232
| Closed | -$14.8K | – | 102 |
|
|
2022
Q4 | $14.8K | Buy |
+232
| New | +$14.8K | ﹤0.01% | 121 |
|