Mosaic Family 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 | $677K | Sell |
9,571
-399
| -4% | -$28.2K | 0.09% | 108 |
|
|
2025
Q1 | $714K | Sell |
9,970
-1,239
| -11% | -$88.7K | 0.1% | 106 |
|
|
2024
Q4 | $698K | Buy |
11,209
+1,170
| +12% | +$72.8K | 0.1% | 99 |
|
|
2024
Q3 | $721K | Buy |
10,039
+58
| +0.6% | +$4.17K | 0.11% | 94 |
|
|
2024
Q2 | $635K | Sell |
9,981
-115
| -1% | -$7.32K | 0.1% | 101 |
|
|
2024
Q1 | $618K | Sell |
10,096
-191
| -2% | -$11.7K | 0.1% | 107 |
|
|
2023
Q4 | $606K | Buy |
10,287
+300
| +3% | +$17.7K | 0.1% | 98 |
|
|
2023
Q3 | $559K | Buy |
9,987
+19
| +0.2% | +$1.06K | 0.11% | 97 |
|
|
2023
Q2 | $600K | Sell |
9,968
-8
| -0.1% | -$482 | 0.12% | 93 |
|
|
2023
Q1 | $619K | Buy |
9,976
+9
| +0.1% | +$558 | 0.13% | 93 |
|
|
2022
Q4 | $634K | Buy |
+9,967
| New | +$634K | 0.18% | 84 |
|