Brightwater Advisory’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 | $382K | Sell |
5,401
-1
| -0% | -$71 | 0.27% | 46 |
|
|
2025
Q1 | $387K | Sell |
5,402
-361
| -6% | -$25.9K | 0.31% | 46 |
|
|
2024
Q4 | $359K | Buy |
5,763
+1
| +0% | +$62 | 0.28% | 49 |
|
|
2024
Q3 | $414K | Hold |
5,762
| – | – | 0.3% | 47 |
|
|
2024
Q2 | $367K | Sell |
5,762
-171
| -3% | -$10.9K | 0.28% | 51 |
|
|
2024
Q1 | $363K | Hold |
5,933
| – | – | 0.29% | 44 |
|
|
2023
Q4 | $350K | Buy |
+5,933
| New | +$350K | 0.3% | 41 |
|