Wayfinding Financial’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 | $558K | Sell |
8,105
-483
| -6% | -$33.3K | 0.25% | 67 |
|
|
2025
Q1 | $619K | Sell |
8,588
-331
| -4% | -$23.9K | 0.27% | 66 |
|
|
2024
Q4 | $555K | Buy |
+8,919
| New | +$555K | 0.3% | 63 |
|
|
2024
Q3 | – | Sell |
-9,015
| Closed | -$578K | – | 81 |
|
|
2024
Q2 | $578K | Sell |
9,015
-1,032
| -10% | -$66.2K | 0.33% | 60 |
|
|
2024
Q1 | $631K | Buy |
10,047
+313
| +3% | +$19.7K | 0.37% | 58 |
|
|
2023
Q4 | $573K | Buy |
9,734
+175
| +2% | +$10.3K | 0.39% | 53 |
|
|
2023
Q3 | $530K | Sell |
9,559
-282
| -3% | -$15.6K | 0.4% | 51 |
|
|
2023
Q2 | $614K | Buy |
9,841
+560
| +6% | +$34.9K | 0.43% | 46 |
|
|
2023
Q1 | $579K | Buy |
9,281
+2,935
| +46% | +$183K | 0.44% | 46 |
|
|
2022
Q4 | $378K | Buy |
6,346
+159
| +3% | +$9.47K | 0.3% | 57 |
|
|
2022
Q3 | $349K | Sell |
6,187
-166
| -3% | -$9.36K | 0.33% | 50 |
|
|
2022
Q2 | $402K | Buy |
6,353
+11
| +0.2% | +$696 | 0.35% | 49 |
|
|
2022
Q1 | $410K | Sell |
6,342
-4
| -0.1% | -$259 | 0.34% | 50 |
|
|
2021
Q4 | $378K | Buy |
+6,346
| New | +$378K | 0.3% | 57 |
|