Ruedi 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 | – | Sell |
-336
| Closed | -$24.1K | – | 203 |
|
|
2025
Q1 | $24.1K | Hold |
336
| – | – | 0.01% | 122 |
|
|
2024
Q4 | $20.9K | Hold |
336
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $24.2K | Sell |
336
-42
| -11% | -$3.02K | 0.01% | 122 |
|
|
2024
Q2 | $24.1K | Buy |
378
+42
| +13% | +$2.68K | 0.01% | 121 |
|
|
2024
Q1 | $20.6K | Buy |
336
+120
| +56% | +$7.35K | 0.01% | 121 |
|
|
2023
Q4 | $12.7K | Hold |
216
| – | – | 0.01% | 133 |
|
|
2023
Q3 | $12.1K | Hold |
216
| – | – | 0.01% | 125 |
|
|
2023
Q2 | $13K | Sell |
216
-245
| -53% | -$14.8K | 0.01% | 126 |
|
|
2023
Q1 | $28.6K | Sell |
461
-130
| -22% | -$8.07K | 0.02% | 111 |
|
|
2022
Q4 | $37.6K | Buy |
+591
| New | +$37.6K | 0.03% | 85 |
|