FHC
First Heartland Consultants’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Buy |
8,648
+656
| +8% | +$46.4K | 0.05% | 238 |
|
|
2025
Q1 | $572K | Sell |
7,992
-3,069
| -28% | -$220K | 0.06% | 216 |
|
|
2024
Q4 | $689K | Buy |
11,061
+1,421
| +15% | +$88.5K | 0.07% | 191 |
|
|
2024
Q3 | $693K | Sell |
9,640
-74
| -0.8% | -$5.32K | 0.07% | 186 |
|
|
2024
Q2 | $618 | Sell |
9,714
-1,231
| -11% | -$78 | 0.04% | 230 |
|
|
2024
Q1 | $670K | Sell |
10,945
-389
| -3% | -$23.8K | 0.07% | 211 |
|
|
2023
Q4 | $668K | Buy |
11,334
+106
| +0.9% | +$6.25K | 0.08% | 178 |
|
|
2023
Q3 | $629K | Buy |
11,228
+1,468
| +15% | +$82.2K | 0.08% | 185 |
|
|
2023
Q2 | $588K | Sell |
9,760
-214
| -2% | -$12.9K | 0.08% | 187 |
|
|
2023
Q1 | $619K | Sell |
9,974
-132
| -1% | -$8.19K | 0.09% | 178 |
|
|
2022
Q4 | $643K | Buy |
10,106
+4,134
| +69% | +$263K | 0.1% | 165 |
|
|
2022
Q3 | $334 | Buy |
5,972
+392
| +7% | +$22 | 0.03% | 235 |
|
|
2022
Q2 | $351K | Sell |
5,580
-5,272
| -49% | -$332K | 0.06% | 236 |
|
|
2022
Q1 | $672K | Buy |
10,852
+4,102
| +61% | +$254K | 0.1% | 154 |
|
|
2021
Q4 | $399 | Buy |
6,750
+481
| +8% | +$28 | 0.02% | 230 |
|
|
2021
Q3 | $329K | Sell |
6,269
-2,972
| -32% | -$156K | 0.05% | 262 |
|
|
2021
Q2 | $500K | Buy |
9,241
+379
| +4% | +$20.5K | 0.08% | 211 |
|
|
2021
Q1 | $467K | Buy |
8,862
+438
| +5% | +$23.1K | 0.07% | 212 |
|
|
2020
Q4 | $462K | Buy |
8,424
+164
| +2% | +$8.99K | 0.08% | 176 |
|
|
2020
Q3 | $408K | Sell |
8,260
-612
| -7% | -$30.2K | 0.08% | 170 |
|
|
2020
Q2 | $396K | Buy |
8,872
+2,591
| +41% | +$116K | 0.08% | 180 |
|
|
2020
Q1 | $278K | Sell |
6,281
-47
| -0.7% | -$2.08K | 0.07% | 195 |
|
|
2019
Q4 | $350K | Sell |
6,328
-37
| -0.6% | -$2.05K | 0.07% | 214 |
|
|
2019
Q3 | $347K | Sell |
6,365
-1,202
| -16% | -$65.5K | 0.07% | 206 |
|
|
2019
Q2 | $385K | Sell |
7,567
-242
| -3% | -$12.3K | 0.09% | 189 |
|
|
2019
Q1 | $366K | Buy |
7,809
+684
| +10% | +$32.1K | 0.1% | 179 |
|
|
2018
Q4 | $337K | Sell |
7,125
-52
| -0.7% | -$2.46K | 0.13% | 159 |
|
|
2018
Q3 | $332K | Sell |
7,177
-342
| -5% | -$15.8K | 0.1% | 176 |
|
|
2018
Q2 | $330K | Sell |
7,519
-823
| -10% | -$36.1K | 0.12% | 177 |
|
|
2018
Q1 | $362K | Buy |
8,342
+42
| +0.5% | +$1.82K | 0.11% | 193 |
|
|
2017
Q4 | $381K | Sell |
8,300
-7,315
| -47% | -$336K | 0.11% | 193 |
|
|
2017
Q3 | $703K | Buy |
15,615
+643
| +4% | +$28.9K | 0.17% | 164 |
|
|
2017
Q2 | $672K | Sell |
14,972
-1,099
| -7% | -$49.3K | 0.17% | 164 |
|
|
2017
Q1 | $682K | Sell |
16,071
-2,275
| -12% | -$96.5K | 0.19% | 145 |
|
|
2016
Q4 | $761K | Sell |
18,346
-1,526
| -8% | -$63.3K | 0.23% | 122 |
|
|
2016
Q3 | $841K | Sell |
19,872
-435
| -2% | -$18.4K | 0.24% | 113 |
|
|
2016
Q2 | $921 | Buy |
20,307
+3,646
| +22% | +$165 | 0.1% | 90 |
|
|
2016
Q1 | $773K | Buy |
16,661
+2,518
| +18% | +$117K | 0.29% | 89 |
|
|
2015
Q4 | $608K | Sell |
14,143
-1,934
| -12% | -$83.1K | 0.23% | 116 |
|
|
2015
Q3 | $645K | Sell |
16,077
-243
| -1% | -$9.75K | 0.27% | 106 |
|
|
2015
Q2 | $640 | Buy |
16,320
+770
| +5% | +$30 | 0.17% | 115 |
|
|
2015
Q1 | $631K | Sell |
15,550
-350
| -2% | -$14.2K | 0.24% | 121 |
|
|
2014
Q4 | $671K | Buy |
15,900
+810
| +5% | +$34.2K | 0.28% | 105 |
|
|
2014
Q3 | $644K | Buy |
15,090
+32
| +0.2% | +$1.37K | 0.28% | 106 |
|
|
2014
Q2 | $638K | Sell |
15,058
-3,732
| -20% | -$158K | 0.29% | 103 |
|
|
2014
Q1 | $726K | Buy |
18,790
+1,509
| +9% | +$58.3K | 0.36% | 86 |
|
|
2013
Q4 | $714K | Buy |
17,281
+2,906
| +20% | +$120K | 0.4% | 75 |
|
|
2013
Q3 | $546K | Buy |
14,375
+2,059
| +17% | +$78.2K | 0.33% | 89 |
|
|
2013
Q2 | $494K | Buy |
+12,316
| New | +$494K | 0.29% | 97 |
|