Centurion 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 | $759K | Sell |
10,735
-816
| -7% | -$57.7K | 0.22% | 81 |
|
|
2025
Q1 | $719K | Hold |
11,551
| – | – | 0.23% | 78 |
|
|
2024
Q4 | $719K | Sell |
11,551
-1,034
| -8% | -$64.4K | 0.22% | 78 |
|
|
2024
Q3 | $904K | Buy |
+12,585
| New | +$904K | 0.29% | 66 |
|
|
2024
Q1 | $767K | Buy |
12,542
+1,016
| +9% | +$62.2K | 0.3% | 63 |
|
|
2023
Q4 | $679K | Buy |
11,526
+105
| +0.9% | +$6.19K | 0.29% | 58 |
|
|
2023
Q3 | $639K | Buy |
11,421
+149
| +1% | +$8.34K | 0.31% | 59 |
|
|
2023
Q2 | $679K | Buy |
11,272
+610
| +6% | +$36.7K | 0.33% | 57 |
|
|
2023
Q1 | $661K | Buy |
10,662
+50
| +0.5% | +$3.1K | 0.33% | 55 |
|
|
2022
Q4 | $675K | Buy |
+10,612
| New | +$675K | 0.38% | 56 |
|