Portside Wealth Group’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 | $3.08M | Buy |
43,528
+716
| +2% | +$50.7K | 0.46% | 54 |
|
|
2025
Q1 | $3.07M | Buy |
42,812
+2,412
| +6% | +$173K | 0.5% | 58 |
|
|
2024
Q4 | $2.52M | Buy |
40,400
+197
| +0.5% | +$12.3K | 0.42% | 62 |
|
|
2024
Q3 | $2.89M | Buy |
40,203
+52
| +0.1% | +$3.74K | 0.49% | 56 |
|
|
2024
Q2 | $2.56M | Sell |
40,151
-1,836
| -4% | -$117K | 0.49% | 52 |
|
|
2024
Q1 | $2.57M | Sell |
41,987
-721
| -2% | -$44.1K | 0.48% | 58 |
|
|
2023
Q4 | $2.52M | Sell |
42,708
-2,491
| -6% | -$147K | 0.47% | 60 |
|
|
2023
Q3 | $2.53M | Sell |
45,199
-9
| -0% | -$505 | 0.48% | 55 |
|
|
2023
Q2 | $2.72M | Buy |
+45,208
| New | +$2.72M | 0.51% | 51 |
|