Waterfront Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Sell |
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|
2025
Q2 | $228K | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $924K | Buy |
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|
2023
Q2 | $899K | Buy |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $784K | Buy |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $241K | Buy |
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