Pine Harbor 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 | $480K | Buy |
6,785
+3,273
| +93% | +$232K | 0.17% | 55 |
|
|
2025
Q1 | $252K | Sell |
3,512
-331
| -9% | -$23.7K | 0.1% | 79 |
|
|
2024
Q4 | $239K | Buy |
3,843
+47
| +1% | +$2.93K | 0.1% | 85 |
|
|
2024
Q3 | $273K | Buy |
3,796
+24
| +0.6% | +$1.73K | 0.14% | 79 |
|
|
2024
Q2 | $240K | Sell |
3,772
-53
| -1% | -$3.37K | 0.14% | 83 |
|
|
2024
Q1 | $234K | Sell |
3,825
-145
| -4% | -$8.87K | 0.15% | 84 |
|
|
2023
Q4 | $234K | Buy |
+3,970
| New | +$234K | 0.18% | 82 |
|