ESL Trust Services’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 | $570K | Sell |
8,050
-65
| -0.8% | -$4.6K | 0.12% | 24 |
|
|
2025
Q1 | $581K | Hold |
8,115
| – | – | 0.13% | 22 |
|
|
2024
Q4 | $505K | Buy |
8,115
+7,600
| +1,476% | +$473K | 0.11% | 24 |
|
|
2024
Q3 | $37K | Hold |
515
| – | – | 0.01% | 69 |
|
|
2024
Q2 | $32.8K | Buy |
515
+65
| +14% | +$4.14K | 0.01% | 76 |
|
|
2024
Q1 | $27.5K | Buy |
+450
| New | +$27.5K | 0.01% | 78 |
|