Swisher Financial Concepts’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 | $250K | Buy |
3,539
+13
| +0.4% | +$920 | 0.16% | 81 |
|
|
2025
Q1 | $253K | Sell |
3,526
-166
| -4% | -$11.9K | 0.21% | 66 |
|
|
2024
Q4 | $230K | Sell |
3,692
-206
| -5% | -$12.8K | 0.27% | 56 |
|
|
2024
Q3 | $274K | Buy |
3,898
+12
| +0.3% | +$844 | 0.17% | 74 |
|
|
2024
Q2 | $245K | Sell |
3,886
-136
| -3% | -$8.57K | 0.25% | 65 |
|
|
2024
Q1 | $238K | Sell |
4,022
-56
| -1% | -$3.31K | 0.21% | 73 |
|
|
2023
Q4 | $244K | Buy |
+4,078
| New | +$244K | 0.23% | 66 |
|