Triad Wealth Partners’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 | $692K | Buy |
9,786
+934
| +11% | +$66.1K | 0.14% | 113 |
|
|
2025
Q1 | $634K | Buy |
8,852
+864
| +11% | +$61.9K | 0.2% | 87 |
|
|
2024
Q4 | $497K | Buy |
+7,988
| New | +$497K | 0.18% | 90 |
|
|
2024
Q3 | – | Sell |
-5,501
| Closed | -$350K | – | 513 |
|
|
2024
Q2 | $350K | Buy |
5,501
+1,226
| +29% | +$78K | 0.18% | 55 |
|
|
2024
Q1 | $262K | Buy |
+4,275
| New | +$262K | 0.2% | 48 |
|