Cherry Tree 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 | $111K | Sell |
1,564
-350
| -18% | -$24.8K | 0.03% | 206 |
|
|
2025
Q1 | $137K | Buy |
1,914
+56
| +3% | +$4.01K | 0.03% | 189 |
|
|
2024
Q4 | $116K | Hold |
1,858
| – | – | 0.03% | 196 |
|
|
2024
Q3 | $134K | Hold |
1,858
| – | – | 0.03% | 190 |
|
|
2024
Q2 | $118K | Buy |
1,858
+14
| +0.8% | +$891 | 0.03% | 188 |
|
|
2024
Q1 | $113K | Buy |
1,844
+25
| +1% | +$1.53K | 0.03% | 194 |
|
|
2023
Q4 | $107K | Hold |
1,819
| – | – | 0.03% | 190 |
|
|
2023
Q3 | $102K | Hold |
1,819
| – | – | 0.03% | 183 |
|
|
2023
Q2 | $110K | Buy |
+1,819
| New | +$110K | 0.03% | 183 |
|