First Business Financial 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 | $2.7M | Buy |
38,152
+15,234
| +66% | +$1.08M | 0.24% | 43 |
|
|
2025
Q1 | $1.64M | Sell |
22,918
-1,027
| -4% | -$73.6K | 0.16% | 66 |
|
|
2024
Q4 | $1.49M | Buy |
23,945
+610
| +3% | +$38K | 0.15% | 65 |
|
|
2024
Q3 | $1.68M | Hold |
23,335
| – | – | 0.17% | 54 |
|
|
2024
Q2 | $1.49M | Sell |
23,335
-450
| -2% | -$28.6K | 0.16% | 58 |
|
|
2024
Q1 | $1.46M | Sell |
23,785
-1,595
| -6% | -$97.6K | 0.16% | 59 |
|
|
2023
Q4 | $1.5M | Sell |
25,380
-10,907
| -30% | -$643K | 0.17% | 53 |
|
|
2023
Q3 | $2.03M | Buy |
36,287
+382
| +1% | +$21.4K | 0.26% | 34 |
|
|
2023
Q2 | $2.16M | Sell |
35,905
-1,000
| -3% | -$60.2K | 0.27% | 29 |
|
|
2023
Q1 | $2.29M | Hold |
36,905
| – | – | 0.29% | 24 |
|
|
2022
Q4 | $2.35M | Buy |
36,905
+1
| +0% | +$64 | 0.32% | 21 |
|
|
2022
Q3 | $2.07M | Sell |
36,904
-2,000
| -5% | -$112K | 0.3% | 20 |
|
|
2022
Q2 | $2.45M | Buy |
38,904
+2,000
| +5% | +$126K | 0.33% | 20 |
|
|
2022
Q1 | $2.29M | Hold |
36,904
| – | – | 0.25% | 22 |
|
|
2021
Q4 | $2.19M | Buy |
36,904
+2,594
| +8% | +$154K | 0.23% | 27 |
|
|
2021
Q3 | $1.8M | Buy |
34,310
+8,950
| +35% | +$470K | 0.21% | 28 |
|
|
2021
Q2 | $1.37M | Buy |
25,360
+510
| +2% | +$27.6K | 0.16% | 38 |
|
|
2021
Q1 | $1.31M | Hold |
24,850
| – | – | 0.17% | 30 |
|
|
2020
Q4 | $1.36M | Sell |
24,850
-1,000
| -4% | -$54.8K | 0.2% | 23 |
|
|
2020
Q3 | $1.28M | Hold |
25,850
| – | – | 0.21% | 25 |
|
|
2020
Q2 | $1.16M | Sell |
25,850
-400
| -2% | -$17.9K | 0.21% | 26 |
|
|
2020
Q1 | $1.16M | Sell |
26,250
-10,137
| -28% | -$449K | 0.23% | 19 |
|
|
2019
Q4 | $2.01M | Hold |
36,387
| – | – | 0.32% | 16 |
|
|
2019
Q3 | $1.98M | Sell |
36,387
-2,500
| -6% | -$136K | 0.34% | 15 |
|
|
2019
Q2 | $1.98M | Buy |
38,887
+137
| +0.4% | +$6.98K | 0.34% | 15 |
|
|
2019
Q1 | $1.82M | Hold |
38,750
| – | – | 0.32% | 15 |
|
|
2018
Q4 | $1.84M | Sell |
38,750
-4,651
| -11% | -$220K | 0.31% | 22 |
|
|
2018
Q3 | $2.01M | Hold |
43,401
| – | – | 0.32% | 21 |
|
|
2018
Q2 | $1.9M | Buy |
43,401
+400
| +0.9% | +$17.5K | 0.34% | 16 |
|
|
2018
Q1 | $1.87M | Sell |
43,001
-600
| -1% | -$26.1K | 0.35% | 14 |
|
|
2017
Q4 | $2M | Buy |
43,601
+600
| +1% | +$27.5K | 0.37% | 13 |
|
|
2017
Q3 | $1.94M | Hold |
43,001
| – | – | 0.38% | 13 |
|
|
2017
Q2 | $1.93M | Sell |
43,001
-4,305
| -9% | -$193K | 0.4% | 14 |
|
|
2017
Q1 | $2.01M | Buy |
+47,306
| New | +$2.01M | 0.42% | 14 |
|
|
2015
Q2 | – | Sell |
-7,977
| Closed | -$323K | – | 80 |
|
|
2015
Q1 | $323K | Buy |
7,977
+659
| +9% | +$26.7K | 0.1% | 55 |
|
|
2014
Q4 | $309K | Buy |
7,318
+1,158
| +19% | +$48.9K | 0.1% | 56 |
|
|
2014
Q3 | $263K | Buy |
6,160
+557
| +10% | +$23.8K | 0.1% | 58 |
|
|
2014
Q2 | $237K | Sell |
5,603
-58
| -1% | -$2.45K | 0.09% | 56 |
|
|
2014
Q1 | $219K | Buy |
+5,661
| New | +$219K | 0.09% | 67 |
|