True Wealth Design’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 | $33.7K | Sell |
476
-1
| -0.2% | -$71 | 0.01% | 270 |
|
|
2025
Q1 | $34.2K | Buy |
477
+75
| +19% | +$5.37K | 0.01% | 257 |
|
|
2024
Q4 | $25K | Buy |
402
+46
| +13% | +$2.86K | 0.01% | 292 |
|
|
2024
Q3 | $25.6K | Sell |
356
-99
| -22% | -$7.12K | 0.01% | 287 |
|
|
2024
Q2 | $29K | Buy |
455
+63
| +16% | +$4.01K | 0.01% | 194 |
|
|
2024
Q1 | $24K | Buy |
392
+287
| +273% | +$17.6K | 0.01% | 205 |
|
|
2023
Q4 | $6.2K | Hold |
105
| – | – | ﹤0.01% | 254 |
|
|
2023
Q3 | $5.89K | Sell |
105
-100
| -49% | -$5.61K | ﹤0.01% | 225 |
|
|
2023
Q2 | $12.4K | Sell |
205
-43
| -17% | -$2.59K | ﹤0.01% | 207 |
|
|
2023
Q1 | $15.4K | Buy |
248
+121
| +95% | +$7.51K | 0.01% | 216 |
|
|
2022
Q4 | $8.09K | Buy |
+127
| New | +$8.09K | ﹤0.01% | 229 |
|