Ridgecrest 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 | $2.11M | Sell |
29,808
-600
| -2% | -$42.5K | 1.11% | 21 |
|
|
2025
Q1 | $2.18M | Buy |
30,408
+650
| +2% | +$46.6K | 1.14% | 21 |
|
|
2024
Q4 | $1.85M | Buy |
29,758
+177
| +0.6% | +$11K | 1% | 19 |
|
|
2024
Q3 | $2.13M | Buy |
29,581
+53
| +0.2% | +$3.81K | 1.11% | 19 |
|
|
2024
Q2 | $1.88M | Sell |
29,528
-250
| -0.8% | -$15.9K | 1.13% | 17 |
|
|
2024
Q1 | $1.82M | Sell |
29,778
-50
| -0.2% | -$3.06K | 1.08% | 20 |
|
|
2023
Q4 | $1.76M | Sell |
29,828
-600
| -2% | -$35.4K | 1.16% | 18 |
|
|
2023
Q3 | $1.7M | Hold |
30,428
| – | – | 1.19% | 21 |
|
|
2023
Q2 | $1.83M | Hold |
30,428
| – | – | 1.21% | 19 |
|
|
2023
Q1 | $1.89M | Buy |
30,428
+50
| +0.2% | +$3.1K | 1.34% | 19 |
|
|
2022
Q4 | $1.93M | Buy |
30,378
+50
| +0.2% | +$3.18K | 1.47% | 19 |
|
|
2022
Q3 | $1.7M | Buy |
30,328
+985
| +3% | +$55.2K | 1.39% | 20 |
|
|
2022
Q2 | $1.85M | Hold |
29,343
| – | – | 1.34% | 19 |
|
|
2022
Q1 | $1.82M | Hold |
29,343
| – | – | 1.15% | 21 |
|
|
2021
Q4 | $1.74M | Hold |
29,343
| – | – | 0.85% | 28 |
|
|
2021
Q3 | $1.54M | Buy |
29,343
+3,750
| +15% | +$197K | 0.84% | 30 |
|
|
2021
Q2 | $1.39M | Buy |
25,593
+792
| +3% | +$42.9K | 0.87% | 32 |
|
|
2021
Q1 | $1.31M | Buy |
+24,801
| New | +$1.31M | 1.25% | 25 |
|