Destiny 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 | $266K | Sell |
3,758
-24
| -0.6% | -$1.7K | 0.04% | 164 |
|
|
2025
Q1 | $271K | Sell |
3,782
-129
| -3% | -$9.24K | 0.04% | 139 |
|
|
2024
Q4 | $243K | Sell |
3,911
-74
| -2% | -$4.61K | 0.04% | 147 |
|
|
2024
Q3 | $286K | Sell |
3,985
-4
| -0.1% | -$287 | 0.05% | 134 |
|
|
2024
Q2 | $254K | Buy |
3,989
+120
| +3% | +$7.64K | 0.05% | 137 |
|
|
2024
Q1 | $237K | Sell |
3,869
-980
| -20% | -$60K | 0.04% | 145 |
|
|
2023
Q4 | $290K | Sell |
4,849
-1,083
| -18% | -$64.7K | 0.05% | 131 |
|
|
2023
Q3 | $332K | Sell |
5,932
-772
| -12% | -$43.2K | 0.07% | 122 |
|
|
2023
Q2 | $419K | Sell |
6,704
-1,492
| -18% | -$93.2K | 0.08% | 108 |
|
|
2023
Q1 | $508K | Sell |
8,196
-124
| -1% | -$7.69K | 0.11% | 95 |
|
|
2022
Q4 | $529K | Buy |
8,320
+305
| +4% | +$19.4K | 0.11% | 95 |
|
|
2022
Q3 | $449K | Buy |
8,015
+1,266
| +19% | +$70.9K | 0.1% | 100 |
|
|
2022
Q2 | $425K | Buy |
6,749
+3,596
| +114% | +$226K | 0.09% | 96 |
|
|
2022
Q1 | $195K | Sell |
3,153
-35
| -1% | -$2.17K | 0.04% | 159 |
|
|
2021
Q4 | $189K | Sell |
3,188
-1,014
| -24% | -$60.1K | 0.04% | 180 |
|
|
2021
Q3 | $220K | Sell |
4,202
-497
| -11% | -$26K | 0.04% | 161 |
|
|
2021
Q2 | $254K | Buy |
4,699
+1,446
| +44% | +$78.2K | 0.05% | 170 |
|
|
2021
Q1 | $171K | Buy |
3,253
+65
| +2% | +$3.42K | 0.04% | 170 |
|
|
2020
Q4 | $175K | Buy |
+3,188
| New | +$175K | 0.04% | 211 |
|