Glassman Wealth Services’s Coca-Cola Consolidated COKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,540	Closed	-$143K	–	559
2023 Q4	$143K	Hold	1,540	–	–	0.02%	243
2023 Q3	$98K	Hold	1,540	–	–	0.02%	283
2023 Q2	$97.9K	Hold	1,540	–	–	0.02%	264
2023 Q1	$82.3K	Hold	1,540	–	–	0.01%	291
2022 Q4	$78.8K	Sell	1,540 -10	-0.6%	-$511	0.01%	313
2022 Q3	$64K	Hold	1,550	–	–	0.01%	332
2022 Q2	$87K	Buy	1,550 +20	+1%	+$1.12K	0.02%	276
2022 Q1	$76K	Hold	1,530	–	–	0.01%	307
2021 Q4	$95K	Sell	1,530 -50	-3%	-$3.11K	0.02%	252
2021 Q3	$62K	Hold	1,580	–	–	0.01%	314
2021 Q2	$64K	Hold	1,580	–	–	0.01%	302
2021 Q1	$46K	Hold	1,580	–	–	0.01%	340
2020 Q4	$42K	Hold	1,580	–	–	0.01%	362
2020 Q3	$38K	Hold	1,580	–	–	0.01%	341
2020 Q2	$36K	Buy	1,580 +10	+0.6%	+$228	0.01%	296
2020 Q1	$33K	Hold	1,570	–	–	0.01%	279
2019 Q4	$45K	Hold	1,570	–	–	0.02%	271
2019 Q3	$48K	Hold	1,570	–	–	0.02%	239
2019 Q2	$47K	Sell	1,570 -20	-1%	-$599	0.02%	242
2019 Q1	$46K	Hold	1,590	–	–	0.02%	238
2018 Q4	$28K	Hold	1,590	–	–	0.02%	251
2018 Q3	$29K	Hold	1,590	–	–	0.01%	274
2018 Q2	$21K	Buy	1,590 +70	+5%	+$925	0.01%	287
2018 Q1	$26K	Hold	1,520	–	–	0.02%	251
2017 Q4	$33K	Hold	1,520	–	–	0.02%	193
2017 Q3	$33K	Hold	1,520	–	–	0.02%	180
2017 Q2	$35K	Hold	1,520	–	–	0.02%	176
2017 Q1	$31K	Hold	1,520	–	–	0.02%	204
2016 Q4	$27K	Hold	1,520	–	–	0.02%	228
2016 Q3	$23K	Buy	+1,520	New	+$23K	0.02%	212