Frisch Financial Group’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 | $439K | Buy |
6,166
+21
| +0.3% | +$1.5K | 0.11% | 92 |
|
|
2025
Q1 | $443K | Buy |
6,145
+150
| +3% | +$10.8K | 0.12% | 79 |
|
|
2024
Q4 | $373K | Sell |
5,995
-138
| -2% | -$8.59K | 0.11% | 85 |
|
|
2024
Q3 | $443K | Buy |
6,133
+625
| +11% | +$45.1K | 0.13% | 73 |
|
|
2024
Q2 | $351K | Buy |
5,508
+6
| +0.1% | +$382 | 0.11% | 90 |
|
|
2024
Q1 | $337K | Buy |
5,502
+56
| +1% | +$3.43K | 0.11% | 86 |
|
|
2023
Q4 | $321K | Buy |
5,446
+46
| +0.9% | +$2.71K | 0.12% | 87 |
|
|
2023
Q3 | $302K | Sell |
5,400
-269
| -5% | -$15K | 0.12% | 90 |
|
|
2023
Q2 | $341K | Sell |
5,669
-830
| -13% | -$49.9K | 0.16% | 80 |
|
|
2023
Q1 | $403K | Buy |
6,499
+182
| +3% | +$11.3K | 0.16% | 81 |
|
|
2022
Q4 | $402K | Sell |
6,317
-60
| -0.9% | -$3.82K | 0.15% | 84 |
|
|
2022
Q3 | $357K | Buy |
6,377
+88
| +1% | +$4.93K | 0.15% | 78 |
|
|
2022
Q2 | $396K | Buy |
6,289
+28
| +0.4% | +$1.76K | 0.15% | 76 |
|
|
2022
Q1 | $388K | Sell |
6,261
-51
| -0.8% | -$3.16K | 0.12% | 92 |
|
|
2021
Q4 | $374K | Sell |
6,312
-129
| -2% | -$7.64K | 0.12% | 101 |
|
|
2021
Q3 | $338K | Sell |
6,441
-349
| -5% | -$18.3K | 0.11% | 101 |
|
|
2021
Q2 | $367K | Buy |
6,790
+569
| +9% | +$30.8K | 0.12% | 95 |
|
|
2021
Q1 | $328K | Buy |
6,221
+1,731
| +39% | +$91.3K | 0.11% | 105 |
|
|
2020
Q4 | $246K | Sell |
4,490
-135
| -3% | -$7.4K | 0.09% | 107 |
|
|
2020
Q3 | $228K | Buy |
4,625
+42
| +0.9% | +$2.07K | 0.1% | 96 |
|
|
2020
Q2 | $205K | Buy |
+4,583
| New | +$205K | 0.1% | 92 |
|
|
2020
Q1 | – | Sell |
-4,420
| Closed | -$245K | – | 114 |
|
|
2019
Q4 | $245K | Buy |
4,420
+263
| +6% | +$14.6K | 0.12% | 100 |
|
|
2019
Q3 | $226K | Buy |
+4,157
| New | +$226K | 0.14% | 91 |
|
|
2019
Q1 | – | Sell |
-5,142
| Closed | -$243K | – | 109 |
|
|
2018
Q4 | $243K | Buy |
+5,142
| New | +$243K | 0.17% | 82 |
|