AFT Forsyth & Company’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 | $516K | Hold |
7,293
| – | – | 0.26% | 70 |
|
|
2025
Q1 | $522K | Hold |
7,293
| – | – | 0.28% | 77 |
|
|
2024
Q4 | $454K | Sell |
7,293
-200
| -3% | -$12.5K | 0.22% | 88 |
|
|
2024
Q3 | $538K | Sell |
7,493
-131
| -2% | -$9.41K | 0.27% | 79 |
|
|
2024
Q2 | $485K | Buy |
7,624
+925
| +14% | +$58.9K | 0.24% | 85 |
|
|
2024
Q1 | $410K | Sell |
6,699
-1,050
| -14% | -$64.2K | 0.23% | 92 |
|
|
2023
Q4 | $457K | Buy |
7,749
+125
| +2% | +$7.37K | 0.29% | 86 |
|
|
2023
Q3 | $427K | Hold |
7,624
| – | – | 0.31% | 80 |
|
|
2023
Q2 | $459K | Buy |
7,624
+125
| +2% | +$7.53K | 0.33% | 83 |
|
|
2023
Q1 | $465K | Hold |
7,499
| – | – | 0.36% | 80 |
|
|
2022
Q4 | $477K | Hold |
7,499
| – | – | 0.41% | 74 |
|
|
2022
Q3 | $420K | Hold |
7,499
| – | – | 0.37% | 82 |
|
|
2022
Q2 | $472K | Hold |
7,499
| – | – | 0.38% | 75 |
|
|
2022
Q1 | $465K | Buy |
7,499
+275
| +4% | +$17.1K | 0.3% | 91 |
|
|
2021
Q4 | $428K | Buy |
7,224
+63
| +0.9% | +$3.73K | 0.22% | 109 |
|
|
2021
Q3 | $376K | Sell |
7,161
-625
| -8% | -$32.8K | 0.2% | 118 |
|
|
2021
Q2 | $421K | Sell |
7,786
-300
| -4% | -$16.2K | 0.22% | 118 |
|
|
2021
Q1 | $426K | Sell |
8,086
-515
| -6% | -$27.1K | 0.26% | 117 |
|
|
2020
Q4 | $472K | Sell |
8,601
-125
| -1% | -$6.86K | 0.3% | 105 |
|
|
2020
Q3 | $431K | Sell |
8,726
-1,080
| -11% | -$53.3K | 0.32% | 96 |
|
|
2020
Q2 | $438K | Sell |
9,806
-755
| -7% | -$33.7K | 0.37% | 83 |
|
|
2020
Q1 | $467K | Sell |
10,561
-1,600
| -13% | -$70.8K | 0.47% | 71 |
|
|
2019
Q4 | $673K | Hold |
12,161
| – | – | 0.51% | 67 |
|
|
2019
Q3 | $662K | Hold |
12,161
| – | – | 0.55% | 63 |
|
|
2019
Q2 | $619K | Hold |
12,161
| – | – | 0.51% | 69 |
|
|
2019
Q1 | $570K | Sell |
12,161
-975
| -7% | -$45.7K | 0.49% | 76 |
|
|
2018
Q4 | $622K | Buy |
13,136
+6
| +0% | +$284 | 0.62% | 58 |
|
|
2018
Q3 | $606K | Hold |
13,130
| – | – | 0.5% | 71 |
|
|
2018
Q2 | $576K | Hold |
13,130
| – | – | 0.51% | 75 |
|
|
2018
Q1 | $570K | Sell |
13,130
-2,275
| -15% | -$98.8K | 0.53% | 66 |
|
|
2017
Q4 | $707K | Buy |
+15,405
| New | +$707K | 0.69% | 47 |
|
|
2013
Q3 | $484K | Buy |
12,786
+250
| +2% | +$9.46K | 0.63% | 60 |
|
|
2013
Q2 | $503K | Buy |
+12,536
| New | +$503K | 0.72% | 51 |
|