Highline 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 | $794K | Buy |
11,218
+480
| +4% | +$34K | 0.23% | 59 |
|
|
2025
Q1 | $769K | Buy |
10,738
+189
| +2% | +$13.5K | 0.26% | 60 |
|
|
2024
Q4 | $657K | Sell |
10,549
-120
| -1% | -$7.47K | 0.21% | 61 |
|
|
2024
Q3 | $767K | Sell |
10,669
-103
| -1% | -$7.4K | 0.26% | 63 |
|
|
2024
Q2 | $686K | Buy |
10,772
+29
| +0.3% | +$1.85K | 0.26% | 63 |
|
|
2024
Q1 | $657K | Hold |
10,743
| – | – | 0.27% | 68 |
|
|
2023
Q4 | $633K | Buy |
10,743
+3
| +0% | +$177 | 0.31% | 68 |
|
|
2023
Q3 | $601K | Buy |
10,740
+8
| +0.1% | +$448 | 0.37% | 60 |
|
|
2023
Q2 | $646K | Buy |
10,732
+2
| +0% | +$120 | 0.41% | 58 |
|
|
2023
Q1 | $666K | Buy |
10,730
+847
| +9% | +$52.5K | 0.45% | 54 |
|
|
2022
Q4 | $629K | Buy |
9,883
+3
| +0% | +$191 | 0.46% | 58 |
|
|
2022
Q3 | $553K | Buy |
+9,880
| New | +$553K | 0.45% | 55 |
|