Gleason 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 | $1.07M | Sell |
15,080
-188
| -1% | -$13.3K | 0.12% | 38 |
|
|
2025
Q1 | $1.09M | Hold |
15,268
| – | – | 0.2% | 34 |
|
|
2024
Q4 | $951K | Buy |
15,268
+217
| +1% | +$13.5K | 0.17% | 37 |
|
|
2024
Q3 | $1.08M | Buy |
15,051
+60
| +0.4% | +$4.31K | 0.2% | 35 |
|
|
2024
Q2 | $954K | Buy |
14,991
+172
| +1% | +$10.9K | 0.19% | 35 |
|
|
2024
Q1 | $907K | Hold |
14,819
| – | – | 0.19% | 37 |
|
|
2023
Q4 | $873K | Buy |
14,819
+234
| +2% | +$13.8K | 0.2% | 39 |
|
|
2023
Q3 | $816K | Buy |
14,585
+110
| +0.8% | +$6.16K | 0.21% | 37 |
|
|
2023
Q2 | $872K | Buy |
14,475
+106
| +0.7% | +$6.38K | 0.23% | 39 |
|
|
2023
Q1 | $891K | Buy |
14,369
+170
| +1% | +$10.5K | 0.26% | 36 |
|
|
2022
Q4 | $903K | Buy |
14,199
+206
| +1% | +$13.1K | 0.28% | 37 |
|
|
2022
Q3 | $784K | Buy |
13,993
+97
| +0.7% | +$5.44K | 0.27% | 30 |
|
|
2022
Q2 | $874K | Buy |
13,896
+98
| +0.7% | +$6.16K | 0.3% | 30 |
|
|
2022
Q1 | $856K | Hold |
13,798
| – | – | 0.25% | 31 |
|
|
2021
Q4 | $817K | Buy |
13,798
+208
| +2% | +$12.3K | 0.27% | 32 |
|
|
2021
Q3 | $713K | Buy |
13,590
+105
| +0.8% | +$5.51K | 0.26% | 35 |
|
|
2021
Q2 | $730K | Buy |
13,485
+107
| +0.8% | +$5.79K | 0.26% | 36 |
|
|
2021
Q1 | $705K | Buy |
13,378
+989
| +8% | +$52.1K | 0.28% | 36 |
|
|
2020
Q4 | $679K | Buy |
12,389
+206
| +2% | +$11.3K | 0.33% | 34 |
|
|
2020
Q3 | $602K | Sell |
12,183
-1,873
| -13% | -$92.6K | 0.35% | 34 |
|
|
2020
Q2 | $628K | Buy |
14,056
+126
| +0.9% | +$5.63K | 0.39% | 33 |
|
|
2020
Q1 | $616K | Hold |
13,930
| – | – | 0.49% | 25 |
|
|
2019
Q4 | $771K | Buy |
+13,930
| New | +$771K | 0.46% | 27 |
|