Greenwich Wealth Management’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 | – | Sell |
-3,658
| Closed | -$262K | – | 259 |
|
|
2025
Q1 | $262K | Buy |
3,658
+121
| +3% | +$8.67K | 0.02% | 208 |
|
|
2024
Q4 | $220K | Sell |
3,537
-220
| -6% | -$13.7K | 0.02% | 230 |
|
|
2024
Q3 | $270K | Sell |
3,757
-448
| -11% | -$32.2K | 0.02% | 210 |
|
|
2024
Q2 | $268K | Sell |
4,205
-228
| -5% | -$14.5K | 0.02% | 203 |
|
|
2024
Q1 | $271K | Buy |
4,433
+378
| +9% | +$23.1K | 0.02% | 196 |
|
|
2023
Q4 | $239K | Buy |
4,055
+156
| +4% | +$9.2K | 0.02% | 200 |
|
|
2023
Q3 | $218K | Buy |
3,899
+460
| +13% | +$25.7K | 0.02% | 201 |
|
|
2023
Q2 | $207K | Sell |
3,439
-90
| -3% | -$5.42K | 0.02% | 211 |
|
|
2023
Q1 | $219K | Buy |
3,529
+38
| +1% | +$2.36K | 0.02% | 205 |
|
|
2022
Q4 | $222K | Buy |
+3,491
| New | +$222K | 0.02% | 206 |
|
|
2019
Q3 | – | Sell |
-4,283
| Closed | -$218K | – | 194 |
|
|
2019
Q2 | $218K | Buy |
+4,283
| New | +$218K | 0.04% | 182 |
|