Waterfront 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 | $228K | Sell |
3,228
-16,294
| -83% | -$1.15M | 0.05% | 245 |
|
|
2025
Q1 | $1.4M | Buy |
19,522
+215
| +1% | +$15.4K | 0.34% | 87 |
|
|
2024
Q4 | $1.2M | Buy |
19,307
+699
| +4% | +$43.5K | 0.29% | 98 |
|
|
2024
Q3 | $1.23M | Buy |
18,608
+316
| +2% | +$20.9K | 0.3% | 96 |
|
|
2024
Q2 | $1.16M | Buy |
18,292
+353
| +2% | +$22.5K | 0.32% | 96 |
|
|
2024
Q1 | $1.1M | Buy |
17,939
+489
| +3% | +$30.1K | 0.31% | 98 |
|
|
2023
Q4 | $1.03M | Buy |
17,450
+365
| +2% | +$21.5K | 0.3% | 98 |
|
|
2023
Q3 | $924K | Buy |
17,085
+2,643
| +18% | +$143K | 0.3% | 104 |
|
|
2023
Q2 | $899K | Buy |
14,442
+888
| +7% | +$55.3K | 0.27% | 116 |
|
|
2023
Q1 | $841K | Buy |
13,554
+480
| +4% | +$29.8K | 0.27% | 109 |
|
|
2022
Q4 | $791K | Sell |
13,074
-67
| -0.5% | -$4.05K | 0.27% | 116 |
|
|
2022
Q3 | $784K | Buy |
13,141
+3,222
| +32% | +$192K | 0.3% | 101 |
|
|
2022
Q2 | $624K | Buy |
9,919
+2,790
| +39% | +$176K | 0.25% | 112 |
|
|
2022
Q1 | $452K | Buy |
7,129
+3,055
| +75% | +$194K | 0.16% | 142 |
|
|
2021
Q4 | $241K | Buy |
+4,074
| New | +$241K | 0.1% | 197 |
|