TW
TritonPoint Wealth’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
54,041
+2,646
| +5% | +$189K | 0.36% | 75 |
|
|
2025
Q1 | $3.71M | Sell |
51,395
-2,397
| -4% | -$173K | 0.35% | 75 |
|
|
2024
Q4 | $3.35M | Sell |
53,792
-2,787
| -5% | -$174K | 0.3% | 83 |
|
|
2024
Q3 | $4.09M | Sell |
56,579
-318
| -0.6% | -$23K | 0.37% | 74 |
|
|
2024
Q2 | $3.65M | Buy |
56,897
+262
| +0.5% | +$16.8K | 0.35% | 78 |
|
|
2024
Q1 | $3.61M | Sell |
56,635
-7,777
| -12% | -$496K | 0.38% | 68 |
|
|
2023
Q4 | $3.8M | Buy |
+64,412
| New | +$3.8M | 0.37% | 70 |
|