Private Wealth Management 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 | $38.2K | Sell |
540
-7
| -1% | -$495 | 0.01% | 201 |
|
|
2025
Q1 | $39.2K | Sell |
547
-156
| -22% | -$11.2K | 0.01% | 197 |
|
|
2024
Q4 | $43.8K | Buy |
703
+227
| +48% | +$14.1K | 0.02% | 181 |
|
|
2024
Q3 | $34.2K | Buy |
476
+15
| +3% | +$1.08K | 0.01% | 203 |
|
|
2024
Q2 | $29.4K | Buy |
461
+2
| +0.4% | +$127 | 0.01% | 217 |
|
|
2024
Q1 | $28.1K | Hold |
459
| – | – | 0.01% | 221 |
|
|
2023
Q4 | $27K | Buy |
+459
| New | +$27K | 0.01% | 226 |
|