Brown Shipley & Co’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Sell |
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|
2025
Q2 | $439K | Sell |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $484K | Hold |
|
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $407K | Buy |
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|
2023
Q3 | $381K | Buy |
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|
2023
Q2 | $386K | Sell |
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|
2023
Q1 | $402K | Buy |
|