Quotient 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 | $1.14M | Buy |
16,086
+90
| +0.6% | +$6.37K | 0.03% | 107 |
|
|
2025
Q1 | $1.15M | Sell |
15,996
-865
| -5% | -$62K | 0.04% | 100 |
|
|
2024
Q4 | $1.05M | Sell |
16,861
-1,649
| -9% | -$103K | 0.03% | 96 |
|
|
2024
Q3 | $1.33M | Sell |
18,510
-526
| -3% | -$37.8K | 0.04% | 85 |
|
|
2024
Q2 | $1.21M | Buy |
19,036
+6,398
| +51% | +$407K | 0.04% | 89 |
|
|
2024
Q1 | $773K | Buy |
12,638
+3,643
| +41% | +$223K | 0.03% | 128 |
|
|
2023
Q4 | $530K | Buy |
+8,995
| New | +$530K | 0.02% | 166 |
|