Transatlantique Private 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 | $233K | Hold |
3,293
| – | – | 0.09% | 202 |
|
|
2025
Q1 | $236K | Sell |
3,293
-902
| -22% | -$64.6K | 0.09% | 197 |
|
|
2024
Q4 | $261K | Sell |
4,195
-2,264
| -35% | -$141K | 0.1% | 186 |
|
|
2024
Q3 | $464K | Sell |
6,459
-618
| -9% | -$44.4K | 0.18% | 157 |
|
|
2024
Q2 | $448K | Sell |
7,077
-625
| -8% | -$39.6K | 0.18% | 145 |
|
|
2024
Q1 | $471K | Hold |
7,702
| – | – | 0.21% | 155 |
|
|
2023
Q4 | $454K | Sell |
7,702
-895
| -10% | -$52.7K | 0.21% | 152 |
|
|
2023
Q3 | $481K | Hold |
8,597
| – | – | 0.26% | 129 |
|
|
2023
Q2 | $518K | Sell |
8,597
-102
| -1% | -$6.14K | 0.27% | 124 |
|
|
2023
Q1 | $540K | Buy |
8,699
+340
| +4% | +$21.1K | 0.3% | 109 |
|
|
2022
Q4 | $533K | Buy |
8,359
+597
| +8% | +$38.1K | 0.32% | 96 |
|
|
2022
Q3 | $435K | Buy |
7,762
+1,531
| +25% | +$85.8K | 0.29% | 115 |
|
|
2022
Q2 | $392K | Buy |
+6,231
| New | +$392K | 0.27% | 132 |
|