Spectrum Wealth Counsel’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $373K | Sell |
5,206
-409
| -7% | -$29.3K | 0.04% | 101 |
|
|
2024
Q4 | $350K | Hold |
5,615
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $403K | Sell |
5,615
-308
| -5% | -$22.1K | 0.05% | 102 |
|
|
2024
Q2 | $377K | Hold |
5,923
| – | – | 0.05% | 98 |
|
|
2024
Q1 | $362K | Buy |
5,923
+409
| +7% | +$25K | 0.04% | 114 |
|
|
2023
Q4 | $325K | Buy |
+5,514
| New | +$325K | 0.05% | 113 |
|