First Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.74M | Buy |
24,200
+86
| +0.4% | +$6.18K | 0.37% | 62 |
|
|
2024
Q2 | $1.53M | Sell |
24,114
-356
| -1% | -$22.7K | 0.35% | 63 |
|
|
2024
Q1 | $1.5M | Sell |
24,470
-4,158
| -15% | -$254K | 0.35% | 59 |
|
|
2023
Q4 | $1.69M | Sell |
28,628
-300
| -1% | -$17.7K | 0.41% | 58 |
|
|
2023
Q3 | $1.62M | Sell |
28,928
-986
| -3% | -$55.2K | 0.42% | 57 |
|
|
2023
Q2 | $1.8M | Sell |
29,914
-545
| -2% | -$32.8K | 0.45% | 57 |
|
|
2023
Q1 | $1.89M | Buy |
30,459
+4,299
| +16% | +$267K | 0.49% | 54 |
|
|
2022
Q4 | $1.66M | Sell |
26,160
-3,586
| -12% | -$228K | 0.45% | 54 |
|
|
2022
Q3 | $1.67M | Buy |
29,746
+8,719
| +41% | +$488K | 0.48% | 54 |
|
|
2022
Q2 | $1.32M | Sell |
21,027
-9,286
| -31% | -$584K | 0.37% | 58 |
|
|
2022
Q1 | $1.88M | Sell |
30,313
-675
| -2% | -$41.8K | 0.44% | 57 |
|
|
2021
Q4 | $1.84M | Sell |
30,988
-250
| -0.8% | -$14.8K | 0.41% | 56 |
|
|
2021
Q3 | $1.64M | Sell |
31,238
-300
| -1% | -$15.7K | 0.41% | 57 |
|
|
2021
Q2 | $1.71M | Sell |
31,538
-1,370
| -4% | -$74.2K | 0.44% | 55 |
|
|
2021
Q1 | $1.74M | Hold |
32,908
| – | – | 0.47% | 53 |
|
|
2020
Q4 | $1.81M | Sell |
32,908
-275
| -0.8% | -$15.1K | 0.51% | 51 |
|
|
2020
Q3 | $1.64M | Sell |
33,183
-600
| -2% | -$29.6K | 0.52% | 51 |
|
|
2020
Q2 | $1.51M | Buy |
33,783
+1,011
| +3% | +$45.2K | 0.52% | 51 |
|
|
2020
Q1 | $1.45M | Sell |
32,772
-2,000
| -6% | -$88.5K | 0.56% | 52 |
|
|
2019
Q4 | $1.93M | Sell |
34,772
-3,200
| -8% | -$177K | 0.62% | 49 |
|
|
2019
Q3 | $2.07M | Sell |
37,972
-19
| -0.1% | -$1.03K | 0.64% | 49 |
|
|
2019
Q2 | $1.94M | Buy |
37,991
+288
| +0.8% | +$14.7K | 0.55% | 49 |
|
|
2019
Q1 | $1.77M | Buy |
37,703
+352
| +0.9% | +$16.5K | 0.54% | 48 |
|
|
2018
Q4 | $1.77M | Sell |
37,351
-2,849
| -7% | -$135K | 0.61% | 48 |
|
|
2018
Q3 | $1.86M | Sell |
40,200
-800
| -2% | -$37K | 0.59% | 49 |
|
|
2018
Q2 | $1.8M | Sell |
41,000
-9,218
| -18% | -$404K | 0.6% | 47 |
|
|
2018
Q1 | $2.18M | Sell |
50,218
-759
| -1% | -$33K | 0.48% | 66 |
|
|
2017
Q4 | $2.34M | Sell |
50,977
-495
| -1% | -$22.7K | 0.46% | 68 |
|
|
2017
Q3 | $2.32M | Sell |
51,472
-500
| -1% | -$22.5K | 0.49% | 67 |
|
|
2017
Q2 | $2.33M | Sell |
51,972
-300
| -0.6% | -$13.5K | 0.51% | 65 |
|
|
2017
Q1 | $2.22M | Buy |
52,272
+332
| +0.6% | +$14.1K | 0.53% | 65 |
|
|
2016
Q4 | $2.15M | Sell |
51,940
-2,270
| -4% | -$94.1K | 0.57% | 60 |
|
|
2016
Q3 | $2.29M | Buy |
54,210
+4,770
| +10% | +$202K | 0.67% | 56 |
|
|
2016
Q2 | $2.24M | Buy |
49,440
+9,026
| +22% | +$409K | 0.76% | 49 |
|
|
2016
Q1 | $1.88M | Buy |
40,414
+77
| +0.2% | +$3.57K | 0.93% | 41 |
|
|
2015
Q4 | $1.73M | Buy |
40,337
+2,720
| +7% | +$117K | 0.98% | 39 |
|
|
2015
Q3 | $1.51M | Buy |
37,617
+1,000
| +3% | +$40.1K | 0.91% | 40 |
|
|
2015
Q2 | $1.44M | Sell |
36,617
-422
| -1% | -$16.6K | 0.86% | 43 |
|
|
2015
Q1 | $1.5M | Buy |
37,039
+764
| +2% | +$31K | 0.91% | 41 |
|
|
2014
Q4 | $1.53M | Buy |
+36,275
| New | +$1.53M | 0.9% | 41 |
|