Fort Point Capital 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 | $376K | Sell |
5,275
-185
| -3% | -$13.2K | 0.03% | 241 |
|
|
2025
Q1 | $391K | Sell |
5,460
-456
| -8% | -$32.7K | 0.04% | 226 |
|
|
2024
Q4 | $368K | Buy |
5,916
+726
| +14% | +$45.2K | 0.04% | 226 |
|
|
2024
Q3 | $373K | Buy |
5,190
+327
| +7% | +$23.5K | 0.05% | 203 |
|
|
2024
Q2 | $310K | Buy |
4,863
+33
| +0.7% | +$2.1K | 0.04% | 246 |
|
|
2024
Q1 | $295K | Sell |
4,830
-205
| -4% | -$12.5K | 0.04% | 256 |
|
|
2023
Q4 | $297K | Sell |
5,035
-115
| -2% | -$6.78K | 0.04% | 232 |
|
|
2023
Q3 | $288K | Sell |
5,150
-300
| -6% | -$16.8K | 0.04% | 210 |
|
|
2023
Q2 | $328K | Buy |
5,450
+1,927
| +55% | +$116K | 0.05% | 199 |
|
|
2023
Q1 | $219K | Buy |
+3,523
| New | +$219K | 0.03% | 240 |
|