Wealthstream Advisors’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 | $394K | Buy |
5,564
+1,356
| +32% | +$95.9K | 0.07% | 98 |
|
|
2025
Q1 | $301K | Buy |
4,208
+169
| +4% | +$12.1K | 0.06% | 113 |
|
|
2024
Q4 | $251K | Buy |
4,039
+108
| +3% | +$6.72K | 0.05% | 127 |
|
|
2024
Q3 | $282K | Buy |
3,931
+115
| +3% | +$8.26K | 0.05% | 113 |
|
|
2024
Q2 | $243K | Sell |
3,816
-240
| -6% | -$15.3K | 0.09% | 115 |
|
|
2024
Q1 | $248K | Buy |
4,056
+234
| +6% | +$14.3K | 0.09% | 112 |
|
|
2023
Q4 | $225K | Sell |
3,822
-1,091
| -22% | -$64.3K | 0.09% | 127 |
|
|
2023
Q3 | $275K | Sell |
4,913
-67
| -1% | -$3.75K | 0.14% | 81 |
|
|
2023
Q2 | $300K | Buy |
+4,980
| New | +$300K | 0.16% | 71 |
|