Beverly Hills Private Wealth’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 | $340K | Sell |
4,811
-203
| -4% | -$14.4K | 0.06% | 237 |
|
|
2025
Q1 | $359K | Sell |
5,014
-529
| -10% | -$37.9K | 0.07% | 224 |
|
|
2024
Q4 | $345K | Buy |
5,543
+230
| +4% | +$14.3K | 0.07% | 229 |
|
|
2024
Q3 | $382K | Sell |
5,313
-496
| -9% | -$35.6K | 0.08% | 224 |
|
|
2024
Q2 | $370K | Sell |
5,809
-510
| -8% | -$32.5K | 0.08% | 235 |
|
|
2024
Q1 | $387K | Sell |
6,319
-165
| -3% | -$10.1K | 0.09% | 237 |
|
|
2023
Q4 | $382K | Sell |
6,484
-46
| -0.7% | -$2.71K | 0.1% | 213 |
|
|
2023
Q3 | $366K | Sell |
6,530
-6,505
| -50% | -$364K | 0.11% | 206 |
|
|
2023
Q2 | $791K | Buy |
13,035
+6,378
| +96% | +$387K | 0.13% | 171 |
|
|
2023
Q1 | $413K | Buy |
6,657
+1,541
| +30% | +$95.6K | 0.13% | 177 |
|
|
2022
Q4 | $325K | Buy |
+5,116
| New | +$325K | 0.14% | 168 |
|