Ariadne Wealth Management’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 | $300K | Sell |
4,264
-170
| -4% | -$12K | 0.14% | 155 |
|
|
2025
Q1 | $313K | Sell |
4,434
-26
| -0.6% | -$1.83K | 0.16% | 138 |
|
|
2024
Q4 | $288K | Sell |
4,460
-40
| -0.9% | -$2.58K | 0.13% | 154 |
|
|
2024
Q3 | $286K | Buy |
4,500
+212
| +5% | +$13.5K | 0.16% | 139 |
|
|
2024
Q2 | $275K | Buy |
+4,288
| New | +$275K | 0.21% | 105 |
|