Trajan Wealth’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 | $5.22M | Buy |
73,775
+170
| +0.2% | +$12K | 0.26% | 71 |
|
|
2025
Q1 | $5.27M | Buy |
73,605
+64,200
| +683% | +$4.6M | 0.29% | 68 |
|
|
2024
Q4 | $586K | Buy |
9,405
+5,880
| +167% | +$366K | 0.03% | 122 |
|
|
2024
Q3 | $253K | Sell |
3,525
-4,800
| -58% | -$345K | 0.01% | 148 |
|
|
2024
Q2 | $530K | Hold |
8,325
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $509K | Buy |
+8,325
| New | +$509K | 0.03% | 129 |
|