Meridian 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 | $246K | Buy |
3,475
+129
| +4% | +$9.13K | 0.04% | 98 |
|
|
2025
Q1 | $240K | Sell |
3,346
-919
| -22% | -$65.8K | 0.04% | 93 |
|
|
2024
Q4 | $266K | Buy |
4,265
+627
| +17% | +$39K | 0.04% | 91 |
|
|
2024
Q3 | $261K | Sell |
3,638
-194
| -5% | -$13.9K | 0.04% | 89 |
|
|
2024
Q2 | $244K | Buy |
3,832
+487
| +15% | +$31K | 0.04% | 92 |
|
|
2024
Q1 | $205K | Buy |
+3,345
| New | +$205K | 0.04% | 101 |
|
|
2021
Q2 | – | Sell |
-1,565
| Closed | -$82K | – | 712 |
|
|
2021
Q1 | $82K | Buy |
1,565
+98
| +7% | +$5.14K | 0.02% | 123 |
|
|
2020
Q4 | $81K | Buy |
1,467
+9
| +0.6% | +$497 | 0.03% | 106 |
|
|
2020
Q3 | $72K | Buy |
1,458
+14
| +1% | +$691 | 0.04% | 104 |
|
|
2020
Q2 | $64K | Buy |
1,444
+52
| +4% | +$2.31K | 0.03% | 110 |
|
|
2020
Q1 | $62K | Buy |
1,392
+145
| +12% | +$6.46K | 0.04% | 108 |
|
|
2019
Q4 | $69K | Buy |
+1,247
| New | +$69K | 0.04% | 114 |
|