Fairfield Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,019
| Closed | -$63.5K | – | 137 |
|
|
2024
Q4 | $63.5K | Hold |
1,019
| – | – | 0.02% | 103 |
|
|
2024
Q3 | $73.3K | Hold |
1,019
| – | – | 0.02% | 110 |
|
|
2024
Q2 | $64.9K | Buy |
+1,019
| New | +$64.9K | 0.02% | 111 |
|
|
2023
Q4 | $80.7K | Sell |
1,369
-13
| -0.9% | -$766 | 0.03% | 111 |
|
|
2023
Q3 | $77.4K | Sell |
1,382
-80
| -5% | -$4.48K | 0.03% | 106 |
|
|
2023
Q2 | $88.1K | Buy |
1,462
+410
| +39% | +$24.7K | 0.04% | 106 |
|
|
2023
Q1 | $65.1K | Hold |
1,052
| – | – | 0.03% | 120 |
|
|
2022
Q4 | $66.9K | Buy |
1,052
+5
| +0.5% | +$318 | 0.03% | 112 |
|
|
2022
Q3 | $58.6K | Buy |
1,047
+3
| +0.3% | +$168 | 0.03% | 111 |
|
|
2022
Q2 | $65.7K | Buy |
1,044
+3
| +0.3% | +$189 | 0.03% | 99 |
|
|
2022
Q1 | $64.6K | Buy |
+1,041
| New | +$64.6K | 0.02% | 110 |
|