GFG
Goldstone Financial Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,870
| Closed | -$206K | – | 213 |
|
|
2025
Q1 | $206K | Buy |
+2,870
| New | +$206K | 0.03% | 198 |
|
|
2024
Q4 | – | Sell |
-3,171
| Closed | -$228K | – | 209 |
|
|
2024
Q3 | $228K | Sell |
3,171
-750
| -19% | -$53.9K | 0.04% | 175 |
|
|
2024
Q2 | $250K | Buy |
3,921
+74
| +2% | +$4.71K | 0.05% | 157 |
|
|
2024
Q1 | $235K | Buy |
+3,847
| New | +$235K | 0.05% | 145 |
|