CWP
Cyndeo Wealth Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1M | Buy |
185,850
+12,190
| +7% | +$862K | 0.78% | 33 |
|
|
2025
Q1 | $12.4M | Sell |
173,660
-33,298
| -16% | -$2.38M | 0.82% | 28 |
|
|
2024
Q4 | $12.9M | Sell |
206,958
-743
| -0.4% | -$46.3K | 0.87% | 28 |
|
|
2024
Q3 | $14.9M | Buy |
207,701
+46,124
| +29% | +$3.31M | 1.04% | 23 |
|
|
2024
Q2 | $10.3M | Buy |
161,577
+20,084
| +14% | +$1.28M | 0.81% | 30 |
|
|
2024
Q1 | $8.66M | Buy |
141,493
+8,234
| +6% | +$504K | 0.72% | 29 |
|
|
2023
Q4 | $7.85M | Sell |
133,259
-3,059
| -2% | -$180K | 0.73% | 30 |
|
|
2023
Q3 | $7.63M | Buy |
136,318
+8,622
| +7% | +$483K | 0.8% | 30 |
|
|
2023
Q2 | $7.69M | Buy |
127,696
+18,183
| +17% | +$1.09M | 0.8% | 30 |
|
|
2023
Q1 | $6.79M | Buy |
109,513
+4,546
| +4% | +$282K | 0.73% | 34 |
|
|
2022
Q4 | $6.68M | Buy |
+104,967
| New | +$6.68M | 0.78% | 32 |
|