Cutler Investment Counsel’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 | $220K | Sell |
3,091
-5
| -0.2% | -$356 | 0.02% | 134 |
|
2025
Q1 | $223K | Buy |
+3,096
| New | +$223K | 0.03% | 128 |
|
2024
Q4 | – | Sell |
-3,301
| Closed | -$239K | – | 132 |
|
2024
Q3 | $239K | Sell |
3,301
-71
| -2% | -$5.14K | 0.03% | 120 |
|
2024
Q2 | $215K | Sell |
3,372
-63
| -2% | -$4.01K | 0.03% | 122 |
|
2024
Q1 | $212K | Buy |
+3,435
| New | +$212K | 0.03% | 123 |
|