Gen-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 | $2.04M | Sell |
28,877
-512
| -2% | -$36.2K | 0.79% | 26 |
|
|
2025
Q1 | $2.1M | Buy |
29,389
+1,053
| +4% | +$75.4K | 0.88% | 20 |
|
|
2024
Q4 | $1.76M | Buy |
28,336
+1,365
| +5% | +$85K | 0.76% | 26 |
|
|
2024
Q3 | $1.78M | Sell |
26,971
-3,408
| -11% | -$225K | 0.78% | 25 |
|
|
2024
Q2 | $1.93M | Buy |
30,379
+2,129
| +8% | +$136K | 0.93% | 17 |
|
|
2024
Q1 | $1.73M | Buy |
+28,250
| New | +$1.73M | 0.86% | 26 |
|