Geller Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $566K | Hold |
9,095
| – | – | 0.04% | 119 |
|
|
2024
Q3 | $658K | Buy |
9,095
+521
| +6% | +$37.7K | 0.05% | 105 |
|
|
2024
Q2 | $550K | Sell |
8,574
-66
| -0.8% | -$4.23K | 0.04% | 127 |
|
|
2024
Q1 | $533K | Buy |
8,640
+782
| +10% | +$48.2K | 0.04% | 132 |
|
|
2023
Q4 | $463K | Hold |
7,858
| – | – | 0.05% | 138 |
|
|
2023
Q3 | $444K | Sell |
7,858
-340
| -4% | -$19.2K | 0.05% | 130 |
|
|
2023
Q2 | $497K | Buy |
8,198
+1,360
| +20% | +$82.5K | 0.06% | 117 |
|
|
2023
Q1 | $427K | Buy |
6,838
+2,482
| +57% | +$155K | 0.06% | 86 |
|
|
2022
Q4 | $277K | Buy |
4,356
+307
| +8% | +$19.5K | 0.05% | 105 |
|
|
2022
Q3 | $229K | Hold |
4,049
| – | – | 0.05% | 111 |
|
|
2022
Q2 | $257K | Sell |
4,049
-8
| -0.2% | -$508 | 0.05% | 107 |
|
|
2022
Q1 | $253K | Sell |
4,057
-485
| -11% | -$30.2K | 0.05% | 129 |
|
|
2021
Q4 | $269K | Sell |
4,542
-6
| -0.1% | -$355 | 0.05% | 127 |
|
|
2021
Q3 | $241K | Buy |
4,548
+7
| +0.2% | +$371 | 0.05% | 126 |
|
|
2021
Q2 | $248K | Buy |
4,541
+32
| +0.7% | +$1.75K | 0.05% | 112 |
|
|
2021
Q1 | $240K | Buy |
4,509
+391
| +9% | +$20.8K | 0.06% | 106 |
|
|
2020
Q4 | $242K | Hold |
4,118
| – | – | 0.06% | 97 |
|
|
2020
Q3 | $205K | Buy |
+4,118
| New | +$205K | 0.06% | 78 |
|