Spirepoint Private Client’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 | $356K | Sell |
5,035
-5
| -0.1% | -$354 | 0.04% | 179 |
|
|
2025
Q1 | $361K | Sell |
5,040
-1,950
| -28% | -$140K | 0.05% | 157 |
|
|
2024
Q4 | $435K | Buy |
6,990
+5
| +0.1% | +$311 | 0.05% | 151 |
|
|
2024
Q3 | $502K | Buy |
6,985
+15
| +0.2% | +$1.08K | 0.07% | 139 |
|
|
2024
Q2 | $444K | Sell |
6,970
-241
| -3% | -$15.3K | 0.06% | 143 |
|
|
2024
Q1 | $441K | Buy |
+7,211
| New | +$441K | 0.07% | 131 |
|