SMART 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 | $218K | Buy |
+3,084
| New | +$218K | 0.07% | 161 |
|
|
2025
Q1 | – | Sell |
-3,291
| Closed | -$205K | – | 164 |
|
|
2024
Q4 | $205K | Buy |
3,291
+22
| +0.7% | +$1.37K | 0.07% | 141 |
|
|
2024
Q3 | $235K | Buy |
3,269
+12
| +0.4% | +$862 | 0.09% | 126 |
|
|
2024
Q2 | $207K | Sell |
3,257
-55
| -2% | -$3.5K | 0.08% | 116 |
|
|
2024
Q1 | $203K | Buy |
+3,312
| New | +$203K | 0.09% | 113 |
|