Sage Financial Management Group’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 | $213K | Hold |
3,016
| – | – | 0.07% | 53 |
|
|
2025
Q1 | $216K | Buy |
+3,016
| New | +$216K | 0.08% | 52 |
|
|
2024
Q4 | – | Sell |
-3,016
| Closed | -$217K | – | 55 |
|
|
2024
Q3 | $217K | Buy |
+3,016
| New | +$217K | 0.08% | 52 |
|
|
2021
Q2 | – | Sell |
-972
| Closed | -$51K | – | 76 |
|
|
2021
Q1 | $51K | Buy |
+972
| New | +$51K | 0.04% | 61 |
|