Oak Harbor 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 | $3.64M | Hold |
51,435
| – | – | 0.98% | 28 |
|
|
2025
Q1 | $3.68M | Buy |
51,435
+580
| +1% | +$41.5K | 1.05% | 26 |
|
|
2024
Q4 | $3.17M | Sell |
50,855
-666
| -1% | -$41.5K | 0.92% | 30 |
|
|
2024
Q3 | $3.7M | Buy |
51,521
+652
| +1% | +$46.9K | 1.06% | 23 |
|
|
2024
Q2 | $3.24M | Sell |
50,869
-422
| -0.8% | -$26.9K | 1.02% | 25 |
|
|
2024
Q1 | $3.14M | Buy |
51,291
+100
| +0.2% | +$6.12K | 0.98% | 29 |
|
|
2023
Q4 | $3.02M | Buy |
51,191
+1,521
| +3% | +$89.6K | 1.01% | 29 |
|
|
2023
Q3 | $2.78M | Sell |
49,670
-57
| -0.1% | -$3.19K | 0.99% | 27 |
|
|
2023
Q2 | $2.99M | Sell |
49,727
-1,475
| -3% | -$88.8K | 1.02% | 27 |
|
|
2023
Q1 | $3.18M | Buy |
51,202
+588
| +1% | +$36.5K | 1.16% | 21 |
|
|
2022
Q4 | $3.22M | Buy |
50,614
+40
| +0.1% | +$2.54K | 1.23% | 24 |
|
|
2022
Q3 | $2.83M | Buy |
50,574
+263
| +0.5% | +$14.7K | 1.11% | 25 |
|
|
2022
Q2 | $3.17M | Sell |
50,311
-264
| -0.5% | -$16.6K | 1.26% | 22 |
|
|
2022
Q1 | $3.14M | Buy |
50,575
+666
| +1% | +$41.3K | 1.03% | 28 |
|
|
2021
Q4 | $2.96M | Buy |
+49,909
| New | +$2.96M | 1.02% | 28 |
|