TriaGen 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 | $271K | Buy |
3,834
+254
| +7% | +$18K | 0.08% | 151 |
|
|
2025
Q1 | $256K | Sell |
3,580
-296
| -8% | -$21.2K | 0.09% | 146 |
|
|
2024
Q4 | $241K | Buy |
3,876
+9
| +0.2% | +$560 | 0.08% | 151 |
|
|
2024
Q3 | $278K | Sell |
3,867
-428
| -10% | -$30.8K | 0.09% | 146 |
|
|
2024
Q2 | $273K | Buy |
4,295
+5
| +0.1% | +$318 | 0.11% | 142 |
|
|
2024
Q1 | $262K | Sell |
4,290
-1,600
| -27% | -$97.9K | 0.11% | 142 |
|
|
2023
Q4 | $347K | Buy |
5,890
+10
| +0.2% | +$589 | 0.17% | 115 |
|
|
2023
Q3 | $329K | Buy |
5,880
+5
| +0.1% | +$280 | 0.17% | 108 |
|
|
2023
Q2 | $354K | Sell |
5,875
-129
| -2% | -$7.77K | 0.16% | 119 |
|
|
2023
Q1 | $372K | Buy |
6,004
+61
| +1% | +$3.78K | 0.19% | 105 |
|
|
2022
Q4 | $378K | Buy |
5,943
+98
| +2% | +$6.23K | 0.21% | 110 |
|
|
2022
Q3 | $327K | Buy |
5,845
+4
| +0.1% | +$224 | 0.18% | 112 |
|
|
2022
Q2 | $367K | Buy |
5,841
+4
| +0.1% | +$251 | 0.26% | 93 |
|
|
2022
Q1 | $362K | Hold |
5,837
| – | – | 0.19% | 126 |
|
|
2021
Q4 | $346K | Buy |
5,837
+1
| +0% | +$59 | 0.17% | 127 |
|
|
2021
Q3 | $306K | Sell |
5,836
-179
| -3% | -$9.39K | 0.17% | 142 |
|
|
2021
Q2 | $343K | Sell |
6,015
-233
| -4% | -$13.3K | 0.18% | 131 |
|
|
2021
Q1 | $329K | Sell |
6,248
-453
| -7% | -$23.9K | 0.19% | 119 |
|
|
2020
Q4 | $367K | Buy |
+6,701
| New | +$367K | 0.22% | 118 |
|