Western Pacific Wealth Management’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 | $53K | Sell |
749
-332
| -31% | -$23.5K | 0.05% | 133 |
|
|
2025
Q1 | $77.4K | Hold |
1,081
| – | – | 0.07% | 112 |
|
|
2024
Q4 | $67.3K | Buy |
1,081
+85
| +9% | +$5.29K | 0.05% | 132 |
|
|
2024
Q3 | $71.6K | Hold |
996
| – | – | 0.05% | 147 |
|
|
2024
Q2 | $63.4K | Hold |
996
| – | – | 0.05% | 130 |
|
|
2024
Q1 | $60.9K | Hold |
996
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $58.7K | Hold |
996
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $55.8K | Hold |
996
| – | – | 0.05% | 126 |
|
|
2023
Q2 | $60K | Hold |
996
| – | – | 0.05% | 127 |
|
|
2023
Q1 | $61.8K | Buy |
+996
| New | +$61.8K | 0.05% | 122 |
|