Westshore 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 | $216K | Buy |
3,056
+1
| +0% | +$71 | 0.08% | 90 |
|
|
2025
Q1 | $219K | Buy |
+3,055
| New | +$219K | 0.09% | 86 |
|
|
2024
Q4 | – | Sell |
-3,054
| Closed | -$219K | – | 96 |
|
|
2024
Q3 | $219K | Buy |
+3,054
| New | +$219K | 0.09% | 88 |
|
|
2023
Q3 | – | Sell |
-5,650
| Closed | -$340K | – | 103 |
|
|
2023
Q2 | $340K | Sell |
5,650
-1,331
| -19% | -$80.2K | 0.17% | 54 |
|
|
2023
Q1 | $433K | Buy |
6,981
+231
| +3% | +$14.3K | 0.23% | 47 |
|
|
2022
Q4 | $429K | Buy |
+6,750
| New | +$429K | 0.24% | 49 |
|
|
2021
Q3 | – | Sell |
-9,603
| Closed | -$520K | – | 110 |
|
|
2021
Q2 | $520K | Buy |
9,603
+1
| +0% | +$54 | 0.27% | 66 |
|
|
2021
Q1 | $506K | Buy |
+9,602
| New | +$506K | 0.29% | 57 |
|
|
2019
Q4 | $431K | Buy |
+7,783
| New | +$431K | 0.47% | 44 |
|