BIP 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
$2.78M Buy
39,250
+47
+0.1% +$3.33K 0.17% 59
2025
Q1
$2.81M Buy
39,203
+466
+1% +$33.4K 0.18% 59
2024
Q4
$2.41M Sell
38,737
-1,689
-4% -$105K 0.16% 58
2024
Q3
$2.91M Buy
40,426
+5,913
+17% +$425K 0.2% 53
2024
Q2
$2.2M Sell
34,513
-534
-2% -$34K 0.18% 54
2024
Q1
$2.14M Buy
35,047
+591
+2% +$36.2K 0.16% 58
2023
Q4
$2.03M Buy
34,456
+382
+1% +$22.5K 0.16% 57
2023
Q3
$1.91M Buy
34,074
+9,330
+38% +$522K 0.18% 56
2023
Q2
$1.49M Sell
24,744
-1,853
-7% -$112K 0.12% 66
2023
Q1
$1.65M Buy
+26,597
New +$1.65M 0.18% 63