Balboa Wealth Partners’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 | $592K | Buy |
8,374
+1,350
| +19% | +$95.5K | 0.12% | 141 |
|
|
2025
Q1 | $503K | Buy |
7,024
+287
| +4% | +$20.6K | 0.12% | 132 |
|
|
2024
Q4 | $419K | Buy |
6,737
+1,079
| +19% | +$67.2K | 0.1% | 160 |
|
|
2024
Q3 | $407K | Buy |
5,658
+120
| +2% | +$8.62K | 0.1% | 159 |
|
|
2024
Q2 | $352K | Buy |
5,538
+2,025
| +58% | +$129K | 0.09% | 166 |
|
|
2024
Q1 | $215K | Sell |
3,513
-915
| -21% | -$56K | 0.06% | 218 |
|
|
2023
Q4 | $261K | Sell |
4,428
-141
| -3% | -$8.31K | 0.09% | 178 |
|
|
2023
Q3 | $256K | Buy |
4,569
+6
| +0.1% | +$336 | 0.1% | 180 |
|
|
2023
Q2 | $275K | Sell |
4,563
-981
| -18% | -$59.1K | 0.1% | 174 |
|
|
2023
Q1 | $344K | Buy |
5,544
+870
| +19% | +$54K | 0.13% | 147 |
|
|
2022
Q4 | $297K | Buy |
4,674
+4
| +0.1% | +$254 | 0.13% | 154 |
|
|
2022
Q3 | $262K | Buy |
+4,670
| New | +$262K | 0.12% | 157 |
|