Paragon Private Wealth Management’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 | $385K | Buy |
5,442
+656
| +14% | +$46.4K | 0.15% | 147 |
|
|
2025
Q1 | $343K | Buy |
4,786
+557
| +13% | +$39.9K | 0.16% | 140 |
|
|
2024
Q4 | $263K | Buy |
4,229
+458
| +12% | +$28.5K | 0.12% | 148 |
|
|
2024
Q3 | $271K | Buy |
+3,771
| New | +$271K | 0.13% | 136 |
|
|
2024
Q2 | – | Sell |
-3,595
| Closed | -$220K | – | 160 |
|
|
2024
Q1 | $220K | Buy |
3,595
+83
| +2% | +$5.08K | 0.13% | 137 |
|
|
2023
Q4 | $207K | Buy |
+3,512
| New | +$207K | 0.14% | 134 |
|
|
2023
Q2 | – | Sell |
-3,317
| Closed | -$206K | – | 133 |
|
|
2023
Q1 | $206K | Hold |
3,317
| – | – | 0.17% | 124 |
|
|
2022
Q4 | $211K | Buy |
+3,317
| New | +$211K | 0.19% | 122 |
|
|
2022
Q3 | – | Sell |
-3,366
| Closed | -$212K | – | 127 |
|
|
2022
Q2 | $212K | Hold |
3,366
| – | – | 0.23% | 104 |
|
|
2022
Q1 | $212K | Buy |
+3,366
| New | +$212K | 0.21% | 105 |
|