Certuity’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 | $798K | Sell |
11,287
-298
| -3% | -$21.1K | 0.08% | 145 |
|
|
2025
Q1 | $829K | Sell |
11,585
-2,256
| -16% | -$162K | 0.09% | 135 |
|
|
2024
Q4 | $862K | Sell |
13,841
-3,924
| -22% | -$244K | 0.09% | 124 |
|
|
2024
Q3 | $1.28M | Buy |
17,765
+5,052
| +40% | +$363K | 0.14% | 114 |
|
|
2024
Q2 | $809K | Sell |
12,713
-467
| -4% | -$29.7K | 0.06% | 142 |
|
|
2024
Q1 | $806K | Sell |
13,180
-1,348
| -9% | -$82.5K | 0.07% | 129 |
|
|
2023
Q4 | $856K | Buy |
14,528
+3,058
| +27% | +$180K | 0.09% | 124 |
|
|
2023
Q3 | $642K | Buy |
11,470
+2,448
| +27% | +$137K | 0.08% | 117 |
|
|
2023
Q2 | $543K | Buy |
9,022
+940
| +12% | +$56.6K | 0.06% | 136 |
|
|
2023
Q1 | $501K | Buy |
8,082
+2,109
| +35% | +$131K | 0.07% | 113 |
|
|
2022
Q4 | $380K | Buy |
5,973
+340
| +6% | +$21.6K | 0.06% | 129 |
|
|
2022
Q3 | $316K | Buy |
5,633
+1,821
| +48% | +$102K | 0.07% | 127 |
|
|
2022
Q2 | $240K | Buy |
3,812
+53
| +1% | +$3.34K | 0.06% | 181 |
|
|
2022
Q1 | $233K | Sell |
3,759
-855
| -19% | -$53K | 0.05% | 260 |
|
|
2021
Q4 | $273K | Sell |
4,614
-1,774
| -28% | -$105K | 0.06% | 231 |
|
|
2021
Q3 | $335K | Buy |
6,388
+45
| +0.7% | +$2.36K | 0.07% | 242 |
|
|
2021
Q2 | $343K | Buy |
6,343
+1,602
| +34% | +$86.6K | 0.08% | 194 |
|
|
2021
Q1 | $250K | Buy |
+4,741
| New | +$250K | 0.07% | 238 |
|