Regimen Wealth’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 | $704K | Buy |
9,952
+71
| +0.7% | +$5.02K | 0.22% | 43 |
|
|
2025
Q1 | $708K | Hold |
9,881
| – | – | 0.23% | 36 |
|
|
2024
Q4 | $615K | Buy |
9,881
+140
| +1% | +$8.72K | 0.2% | 38 |
|
|
2024
Q3 | $700K | Buy |
9,741
+74
| +0.8% | +$5.32K | 0.23% | 36 |
|
|
2024
Q2 | $615K | Sell |
9,667
-286
| -3% | -$18.2K | 0.21% | 37 |
|
|
2024
Q1 | $609K | Sell |
9,953
-1,792
| -15% | -$110K | 0.21% | 39 |
|
|
2023
Q4 | $587K | Buy |
11,745
+1,949
| +20% | +$97.3K | 0.22% | 37 |
|
|
2023
Q3 | $548K | Buy |
9,796
+74
| +0.8% | +$4.14K | 0.23% | 37 |
|
|
2023
Q2 | $585K | Sell |
9,722
-5,057
| -34% | -$305K | 0.24% | 36 |
|
|
2023
Q1 | $599K | Buy |
14,779
+9,300
| +170% | +$377K | 0.26% | 33 |
|
|
2022
Q4 | $349K | Buy |
+5,479
| New | +$349K | 0.23% | 37 |
|