Brown Shipley & Co’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 | $439K | Sell |
6,205
-393
| -6% | -$27.8K | 0.24% | 30 |
|
|
2025
Q1 | $473K | Hold |
6,598
| – | – | 0.27% | 30 |
|
|
2024
Q4 | $411K | Sell |
6,598
-138
| -2% | -$8.59K | 0.2% | 30 |
|
|
2024
Q3 | $484K | Hold |
6,736
| – | – | 0.24% | 29 |
|
|
2024
Q2 | $429K | Sell |
6,736
-20
| -0.3% | -$1.27K | 0.19% | 29 |
|
|
2024
Q1 | $410K | Sell |
6,756
-150
| -2% | -$9.1K | 0.13% | 45 |
|
|
2023
Q4 | $407K | Buy |
6,906
+104
| +2% | +$6.13K | 0.2% | 40 |
|
|
2023
Q3 | $381K | Buy |
6,802
+390
| +6% | +$21.8K | 0.21% | 45 |
|
|
2023
Q2 | $386K | Sell |
6,412
-63
| -1% | -$3.79K | 0.16% | 54 |
|
|
2023
Q1 | $402K | Buy |
+6,475
| New | +$402K | 0.26% | 42 |
|