Castleview Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Buy |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $397K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $186K | Buy |
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|
2023
Q3 | $130K | Sell |
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|
2023
Q2 | $152K | Sell |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $198K | Buy |
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|
2022
Q2 | $5.09K | Sell |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $4.89K | Buy |
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|
2021
Q2 | $254K | Buy |
|