1 North Wealth Services’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 | $112K | Hold |
1,590
| – | – | 0.04% | 67 |
|
|
2025
Q1 | $114K | Buy |
+1,590
| New | +$114K | 0.05% | 64 |
|
|
2019
Q4 | $81K | Sell |
1,455
-165
| -10% | -$9.19K | 0.05% | 81 |
|
|
2019
Q3 | $88K | Buy |
+1,620
| New | +$88K | 0.06% | 69 |
|
|
2019
Q1 | $76K | Sell |
1,620
-36
| -2% | -$1.69K | 0.05% | 67 |
|
|
2018
Q4 | $78K | Buy |
+1,656
| New | +$78K | 0.07% | 66 |
|