BlackDiamond 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 | $398K | Buy |
5,546
+1,052
| +23% | +$75.4K | 0.23% | 84 |
|
|
2025
Q1 | $317K | Buy |
4,494
+49
| +1% | +$3.46K | 0.21% | 92 |
|
|
2024
Q4 | $277K | Buy |
4,445
+505
| +13% | +$31.4K | 0.16% | 123 |
|
|
2024
Q3 | $249K | Buy |
3,940
+535
| +16% | +$33.8K | 0.15% | 142 |
|
|
2024
Q2 | $234K | Buy |
3,405
+31
| +0.9% | +$2.13K | 0.15% | 128 |
|
|
2024
Q1 | $206K | Sell |
3,374
-175
| -5% | -$10.7K | 0.15% | 140 |
|
|
2023
Q4 | $213K | Buy |
+3,549
| New | +$213K | 0.16% | 133 |
|