Core Wealth 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 | $1.22M | Buy |
17,254
+275
| +2% | +$19.5K | 0.62% | 45 |
|
|
2025
Q1 | $1.22M | Sell |
16,979
-1,778
| -9% | -$127K | 0.71% | 34 |
|
|
2024
Q4 | $1.17M | Hold |
18,757
| – | – | 0.67% | 41 |
|
|
2024
Q3 | $1.35M | Sell |
18,757
-1,287
| -6% | -$92.5K | 0.82% | 29 |
|
|
2024
Q2 | $1.28M | Buy |
20,044
+6,349
| +46% | +$404K | 0.87% | 28 |
|
|
2024
Q1 | $838K | Buy |
13,695
+100
| +0.7% | +$6.12K | 0.63% | 36 |
|
|
2023
Q4 | $801K | Hold |
13,595
| – | – | 0.66% | 33 |
|
|
2023
Q3 | $761K | Sell |
13,595
-5,595
| -29% | -$313K | 0.69% | 30 |
|
|
2023
Q2 | $1.16M | Buy |
19,190
+200
| +1% | +$12K | 1.07% | 23 |
|
|
2023
Q1 | $1.18M | Sell |
18,990
-1,713
| -8% | -$106K | 1.18% | 22 |
|
|
2022
Q4 | $1.39M | Buy |
+20,703
| New | +$1.39M | 1.56% | 17 |
|