SPIA
Strategic Point Investment Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
3,380
| – | – | 0.04% | 33 |
|
|
2025
Q1 | $242K | Hold |
3,380
| – | – | 0.04% | 33 |
|
|
2024
Q4 | $210K | Hold |
3,380
| – | – | 0.03% | 33 |
|
|
2024
Q3 | $243K | Hold |
3,380
| – | – | 0.04% | 32 |
|
|
2024
Q2 | $215K | Buy |
3,380
+70
| +2% | +$4.46K | 0.04% | 34 |
|
|
2024
Q1 | $203K | Buy |
+3,310
| New | +$203K | 0.04% | 33 |
|
|
2023
Q2 | – | Sell |
-3,310
| Closed | -$205K | – | 35 |
|
|
2023
Q1 | $205K | Hold |
3,310
| – | – | 0.05% | 30 |
|
|
2022
Q4 | $211K | Buy |
+3,310
| New | +$211K | 0.05% | 30 |
|
|
2022
Q3 | – | Sell |
-3,310
| Closed | -$208K | – | 31 |
|
|
2022
Q2 | $208K | Buy |
+3,310
| New | +$208K | 0.06% | 28 |
|