Naviter Wealth’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 | $3.4M | Sell |
47,718
-136
| -0.3% | -$9.69K | 0.42% | 57 |
|
|
2025
Q1 | $3.39M | Sell |
47,854
-551
| -1% | -$39.1K | 0.41% | 60 |
|
|
2024
Q4 | $3.01M | Buy |
48,405
+10,389
| +27% | +$647K | 0.36% | 67 |
|
|
2024
Q3 | $2.75M | Sell |
38,016
-3,930
| -9% | -$284K | 0.38% | 63 |
|
|
2024
Q2 | $2.69M | Sell |
41,946
-1,246
| -3% | -$79.9K | 0.4% | 66 |
|
|
2024
Q1 | $2.66M | Buy |
43,192
+14,400
| +50% | +$888K | 0.44% | 62 |
|
|
2023
Q4 | $1.7M | Sell |
28,792
-1,353
| -4% | -$79.7K | 0.34% | 79 |
|
|
2023
Q3 | $1.7M | Buy |
30,145
+1,972
| +7% | +$111K | 0.41% | 59 |
|
|
2023
Q2 | $1.71M | Buy |
28,173
+3,339
| +13% | +$203K | 0.43% | 57 |
|
|
2023
Q1 | $1.55M | Buy |
24,834
+3,215
| +15% | +$201K | 0.54% | 42 |
|
|
2022
Q4 | $1.31M | Buy |
21,619
+1,257
| +6% | +$76.1K | 0.36% | 66 |
|
|
2022
Q3 | $1.15M | Buy |
20,362
+2,309
| +13% | +$130K | 0.47% | 40 |
|
|
2022
Q2 | $1.14M | Buy |
+18,053
| New | +$1.14M | 0.47% | 41 |
|