Strait & Sound Wealth Management’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 | $369K | Sell |
5,217
-1,057
| -17% | -$74.8K | 0.16% | 102 |
|
|
2025
Q1 | $449K | Sell |
6,274
-60
| -0.9% | -$4.3K | 0.21% | 87 |
|
|
2024
Q4 | $394K | Sell |
6,334
-435
| -6% | -$27.1K | 0.18% | 95 |
|
|
2024
Q3 | $486K | Sell |
6,769
-1,065
| -14% | -$76.5K | 0.24% | 78 |
|
|
2024
Q2 | $499K | Sell |
7,834
-367
| -4% | -$23.4K | 0.25% | 66 |
|
|
2024
Q1 | $484K | Hold |
8,201
| – | – | 0.27% | 59 |
|
|
2023
Q4 | $492K | Sell |
8,201
-173
| -2% | -$10.4K | 0.31% | 58 |
|
|
2023
Q3 | $469K | Sell |
8,374
-163
| -2% | -$9.13K | 0.4% | 59 |
|
|
2023
Q2 | $514K | Sell |
8,537
-369
| -4% | -$22.2K | 0.51% | 45 |
|
|
2023
Q1 | $552K | Buy |
8,906
+195
| +2% | +$12.1K | 0.55% | 46 |
|
|
2022
Q4 | $537K | Buy |
+8,711
| New | +$537K | 0.59% | 45 |
|