Beta Wealth Group’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 | $560K | Buy |
7,917
+104
| +1% | +$7.36K | 0.21% | 65 |
|
|
2025
Q1 | $560K | Hold |
7,813
| – | – | 0.2% | 59 |
|
|
2024
Q4 | $486K | Buy |
+7,813
| New | +$486K | 0.22% | 77 |
|
|
2024
Q3 | – | Sell |
-7,408
| Closed | -$472K | – | 108 |
|
|
2024
Q2 | $472K | Buy |
7,408
+196
| +3% | +$12.5K | 0.22% | 73 |
|
|
2024
Q1 | $441K | Buy |
7,212
+100
| +1% | +$6.12K | 0.21% | 74 |
|
|
2023
Q4 | $419K | Buy |
7,112
+110
| +2% | +$6.48K | 0.22% | 72 |
|
|
2023
Q3 | $392K | Buy |
7,002
+102
| +1% | +$5.71K | 0.23% | 75 |
|
|
2023
Q2 | $416K | Buy |
6,900
+900
| +15% | +$54.2K | 0.24% | 71 |
|
|
2023
Q1 | $372K | Buy |
6,000
+500
| +9% | +$31K | 0.21% | 72 |
|
|
2022
Q4 | $350K | Buy |
5,500
+400
| +8% | +$25.4K | 0.23% | 71 |
|
|
2022
Q3 | $286K | Buy |
5,100
+200
| +4% | +$11.2K | 0.21% | 67 |
|
|
2022
Q2 | $308K | Buy |
4,900
+200
| +4% | +$12.6K | 0.21% | 61 |
|
|
2022
Q1 | $291K | Buy |
+4,700
| New | +$291K | 0.19% | 72 |
|