Cascade Financial Partners’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 | $466K | Buy |
6,580
+400
| +6% | +$28.3K | 0.06% | 166 |
|
|
2025
Q1 | $443K | Sell |
6,180
-349
| -5% | -$25K | 0.06% | 163 |
|
|
2024
Q4 | $406K | Buy |
6,529
+1,001
| +18% | +$62.3K | 0.05% | 158 |
|
|
2024
Q3 | $384K | Buy |
5,528
+79
| +1% | +$5.49K | 0.05% | 165 |
|
|
2024
Q2 | $347K | Sell |
5,449
-998
| -15% | -$63.5K | 0.05% | 166 |
|
|
2024
Q1 | $376K | Buy |
+6,447
| New | +$376K | 0.05% | 157 |
|