Seamount Financial 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 | $1.1M | Buy |
15,543
+3,300
| +27% | +$233K | 0.57% | 45 |
|
|
2025
Q1 | $877K | Sell |
12,243
-60
| -0.5% | -$4.3K | 0.6% | 43 |
|
|
2024
Q4 | $766K | Sell |
12,303
-576
| -4% | -$35.9K | 0.53% | 48 |
|
|
2024
Q3 | $925K | Buy |
12,879
+250
| +2% | +$18K | 0.7% | 38 |
|
|
2024
Q2 | $804K | Sell |
12,629
-250
| -2% | -$15.9K | 0.66% | 42 |
|
|
2024
Q1 | $788K | Sell |
12,879
-129
| -1% | -$7.89K | 0.69% | 38 |
|
|
2023
Q4 | $767K | Buy |
+13,008
| New | +$767K | 0.73% | 36 |
|