Twin City 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 | $1.64M | Buy |
23,056
+2,741
| +13% | +$195K | 1.34% | 28 |
|
|
2025
Q1 | $1.47M | Sell |
20,315
-1,493
| -7% | -$108K | 1.29% | 31 |
|
|
2024
Q4 | $1.36M | Sell |
21,808
-1,080
| -5% | -$67.2K | 1.2% | 33 |
|
|
2024
Q3 | $1.66M | Sell |
22,888
-468
| -2% | -$33.9K | 1.43% | 32 |
|
|
2024
Q2 | $1.5M | Sell |
23,356
-585
| -2% | -$37.5K | 1.41% | 31 |
|
|
2024
Q1 | $1.48M | Buy |
+23,941
| New | +$1.48M | 1.45% | 28 |
|