Core Wealth 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 | $1.08M | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.17M | Hold |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $838K | Buy |
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|
2023
Q4 | $801K | Hold |
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|
2023
Q3 | $761K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.39M | Buy |
|