Bard Financial Services’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 | $12.6M | Sell |
178,197
-1,325
| -0.7% | -$93.7K | 1.51% | 11 |
|
|
2025
Q1 | $12.9M | Sell |
179,522
-1,374
| -0.8% | -$98.4K | 1.57% | 11 |
|
|
2024
Q4 | $11.3M | Sell |
180,896
-1,625
| -0.9% | -$101K | 1.35% | 15 |
|
|
2024
Q3 | $13.1M | Buy |
182,521
+680
| +0.4% | +$48.9K | 1.55% | 12 |
|
|
2024
Q2 | $11.6M | Sell |
181,841
-225
| -0.1% | -$14.3K | 1.2% | 21 |
|
|
2024
Q1 | $11.1M | Buy |
182,066
+175
| +0.1% | +$10.7K | 1.18% | 23 |
|
|
2023
Q4 | $10.7M | Buy |
181,891
+3,435
| +2% | +$202K | 1.2% | 18 |
|
|
2023
Q3 | $9.99M | Buy |
178,456
+3,455
| +2% | +$193K | 1.23% | 20 |
|
|
2023
Q2 | $10.5M | Sell |
175,001
-3,450
| -2% | -$208K | 0.8% | 27 |
|
|
2023
Q1 | $11.1M | Sell |
178,451
-675
| -0.4% | -$41.9K | 0.89% | 29 |
|
|
2022
Q4 | $11.4M | Buy |
179,126
+1,225
| +0.7% | +$77.9K | 0.97% | 28 |
|
|
2022
Q3 | $9.97M | Buy |
177,901
+1,275
| +0.7% | +$71.4K | 0.93% | 24 |
|
|
2022
Q2 | $11.1M | Buy |
176,626
+27
| +0% | +$1.7K | 1.02% | 24 |
|
|
2022
Q1 | $10.9M | Buy |
176,599
+1,450
| +0.8% | +$89.9K | 0.89% | 26 |
|
|
2021
Q4 | $10.4M | Buy |
175,149
+2,306
| +1% | +$137K | 0.84% | 27 |
|
|
2021
Q3 | $9.07M | Sell |
172,843
-1,242
| -0.7% | -$65.2K | 0.8% | 33 |
|
|
2021
Q2 | $9.42M | Buy |
174,085
+8,879
| +5% | +$480K | 0.84% | 31 |
|
|
2021
Q1 | $8.71M | Sell |
165,206
-1,051
| -0.6% | -$55.4K | 0.84% | 33 |
|
|
2020
Q4 | $9.12M | Buy |
+166,257
| New | +$9.12M | 0.91% | 28 |
|