Perfromance 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 | $857K | Buy |
12,113
+6,689
| +123% | +$473K | 0.03% | 77 |
|
|
2025
Q1 | $388K | Buy |
5,424
+1,785
| +49% | +$128K | 0.01% | 116 |
|
|
2024
Q4 | $227K | Buy |
+3,639
| New | +$227K | 0.01% | 166 |
|
|
2023
Q4 | – | Sell |
-98,650
| Closed | -$5.52M | – | 174 |
|
|
2023
Q3 | $5.52M | Buy |
98,650
+5,358
| +6% | +$300K | 0.27% | 33 |
|
|
2023
Q2 | $5.69M | Buy |
93,292
+8,396
| +10% | +$512K | 0.26% | 32 |
|
|
2023
Q1 | $5.27M | Buy |
84,896
+10,367
| +14% | +$643K | 0.27% | 30 |
|
|
2022
Q4 | $4.74M | Buy |
74,529
+17,150
| +30% | +$1.09M | 0.29% | 32 |
|
|
2022
Q3 | $3.21M | Buy |
57,379
+27,894
| +95% | +$1.56M | 0.19% | 37 |
|
|
2022
Q2 | $1.86M | Buy |
29,485
+19,821
| +205% | +$1.25M | 0.1% | 49 |
|
|
2022
Q1 | $599K | Buy |
9,664
+3,234
| +50% | +$200K | 0.03% | 99 |
|
|
2021
Q4 | $381K | Buy |
+6,430
| New | +$381K | 0.02% | 132 |
|