Newton One Investments’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 | $9.47K | Buy |
134
+1
| +0.8% | +$71 | ﹤0.01% | 102 |
|
|
2025
Q1 | $9.51K | Hold |
133
| – | – | ﹤0.01% | 99 |
|
|
2024
Q4 | $8.27K | Buy |
+133
| New | +$8.27K | ﹤0.01% | 103 |
|
|
2024
Q3 | – | Sell |
-130
| Closed | -$8.27K | – | 77 |
|
|
2024
Q2 | $8.27K | Buy |
130
+1
| +0.8% | +$64 | ﹤0.01% | 96 |
|
|
2024
Q1 | $7.89K | Hold |
129
| – | – | ﹤0.01% | 96 |
|
|
2023
Q4 | $7.6K | Buy |
129
+2
| +2% | +$118 | ﹤0.01% | 96 |
|
|
2023
Q3 | $7.1K | Buy |
127
+1
| +0.8% | +$56 | ﹤0.01% | 102 |
|
|
2023
Q2 | $7.58K | Buy |
126
+1
| +0.8% | +$60 | ﹤0.01% | 107 |
|
|
2023
Q1 | $7.75K | Hold |
125
| – | – | ﹤0.01% | 99 |
|
|
2022
Q4 | $7.95K | Sell |
125
-125
| -50% | -$7.95K | 0.01% | 99 |
|
|
2022
Q3 | $14K | Hold |
250
| – | – | 0.01% | 92 |
|
|
2022
Q2 | $16K | Hold |
250
| – | – | 0.01% | 94 |
|
|
2022
Q1 | $16K | Hold |
250
| – | – | 0.01% | 97 |
|
|
2021
Q4 | $15K | Hold |
250
| – | – | 0.01% | 100 |
|
|
2021
Q3 | $13K | Hold |
250
| – | – | 0.01% | 103 |
|
|
2021
Q2 | $14K | Buy |
+250
| New | +$14K | 0.01% | 100 |
|