Birchbrook’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 | $230K | Sell |
3,245
-65
| -2% | -$4.6K | 0.12% | 68 |
|
|
2025
Q1 | $237K | Hold |
3,310
| – | – | 0.13% | 63 |
|
|
2024
Q4 | $206K | Sell |
3,310
-62
| -2% | -$3.86K | 0.12% | 61 |
|
|
2024
Q3 | $242K | Hold |
3,372
| – | – | 0.13% | 59 |
|
|
2024
Q2 | $215K | Buy |
3,372
+1
| +0% | +$64 | 0.13% | 65 |
|
|
2024
Q1 | $206K | Sell |
3,371
-110
| -3% | -$6.73K | 0.12% | 68 |
|
|
2023
Q4 | $205K | Buy |
+3,481
| New | +$205K | 0.14% | 69 |
|