Partnership 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 | $283K | Hold |
4,000
| – | – | 0.23% | 61 |
|
|
2025
Q1 | $286K | Hold |
4,000
| – | – | 0.24% | 63 |
|
|
2024
Q4 | $249K | Sell |
4,000
-200
| -5% | -$12.5K | 0.21% | 66 |
|
|
2024
Q3 | $302K | Hold |
4,200
| – | – | 0.21% | 61 |
|
|
2024
Q2 | $267K | Hold |
4,200
| – | – | 0.2% | 78 |
|
|
2024
Q1 | $257K | Hold |
4,200
| – | – | 0.18% | 94 |
|
|
2023
Q4 | $250K | Buy |
+4,200
| New | +$250K | 0.19% | 91 |
|