Tradewinds LLC’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 | – | Sell |
-16,679
| Closed | -$1.19M | – | 176 |
|
|
2025
Q1 | $1.19M | Buy |
16,679
+3,914
| +31% | +$280K | 0.34% | 63 |
|
|
2024
Q4 | $855K | Buy |
12,765
+1
| +0% | +$67 | 0.24% | 73 |
|
|
2024
Q3 | $917K | Sell |
12,764
-1,512
| -11% | -$109K | 0.28% | 72 |
|
|
2024
Q2 | $909K | Buy |
+14,276
| New | +$909K | 0.28% | 69 |
|
|
2023
Q3 | $563K | Buy |
10,059
+1
| +0% | +$56 | 0.33% | 50 |
|
|
2023
Q2 | $606K | Hold |
10,058
| – | – | 0.36% | 46 |
|
|
2023
Q1 | $624K | Buy |
+10,058
| New | +$624K | 0.38% | 46 |
|
|
2022
Q4 | – | Sell |
-9,761
| Closed | -$547K | – | 172 |
|
|
2022
Q3 | $547K | Buy |
9,761
+174
| +2% | +$9.75K | 0.4% | 47 |
|
|
2022
Q2 | $603K | Buy |
+9,587
| New | +$603K | 0.41% | 48 |
|