GLLW
Graves Light Lenhart Wealth’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
9,649
+1
| +0% | +$71 | 0.08% | 98 |
|
|
2025
Q1 | $691K | Buy |
9,648
+276
| +3% | +$19.8K | 0.08% | 96 |
|
|
2024
Q4 | $584K | Sell |
9,372
-200
| -2% | -$12.5K | 0.07% | 105 |
|
|
2024
Q3 | $688K | Hold |
9,572
| – | – | 0.08% | 97 |
|
|
2024
Q2 | $606K | Buy |
9,572
+1
| +0% | +$63 | 0.07% | 102 |
|
|
2024
Q1 | $586K | Hold |
9,571
| – | – | 0.07% | 101 |
|
|
2023
Q4 | $564K | Hold |
9,571
| – | – | 0.07% | 102 |
|
|
2023
Q3 | $509K | Buy |
9,571
+1
| +0% | +$53 | 0.07% | 101 |
|
|
2023
Q2 | $576K | Buy |
9,570
+498
| +5% | +$30K | 0.08% | 105 |
|
|
2023
Q1 | $563K | Hold |
9,072
| – | – | 0.09% | 98 |
|
|
2022
Q4 | $577K | Sell |
9,072
-287
| -3% | -$18.3K | 0.09% | 106 |
|
|
2022
Q3 | $524K | Buy |
9,359
+200
| +2% | +$11.2K | 0.09% | 106 |
|
|
2022
Q2 | $576K | Buy |
9,159
+1
| +0% | +$63 | 0.09% | 105 |
|
|
2022
Q1 | $568K | Sell |
9,158
-719
| -7% | -$44.6K | 0.08% | 105 |
|
|
2021
Q4 | $585K | Buy |
9,877
+118
| +1% | +$6.99K | 0.08% | 103 |
|
|
2021
Q3 | $512K | Hold |
9,759
| – | – | 0.08% | 105 |
|
|
2021
Q2 | $528K | Sell |
9,759
-181
| -2% | -$9.79K | 0.08% | 102 |
|
|
2021
Q1 | $524K | Hold |
9,940
| – | – | 0.09% | 100 |
|
|
2020
Q4 | $545K | Sell |
9,940
-1,520
| -13% | -$83.3K | 0.1% | 90 |
|
|
2020
Q3 | $566K | Sell |
11,460
-93
| -0.8% | -$4.59K | 0.13% | 84 |
|
|
2020
Q2 | $516K | Sell |
11,553
-1,344
| -10% | -$60K | 0.12% | 89 |
|
|
2020
Q1 | $571K | Buy |
12,897
+978
| +8% | +$43.3K | 0.15% | 78 |
|
|
2019
Q4 | $660K | Buy |
11,919
+83
| +0.7% | +$4.6K | 0.14% | 86 |
|
|
2019
Q3 | $644K | Buy |
11,836
+289
| +3% | +$15.7K | 0.14% | 91 |
|
|
2019
Q2 | $588K | Buy |
11,547
+1,051
| +10% | +$53.5K | 0.14% | 87 |
|
|
2019
Q1 | $492K | Buy |
10,496
+695
| +7% | +$32.6K | 0.13% | 89 |
|
|
2018
Q4 | $464K | Buy |
+9,801
| New | +$464K | 0.14% | 89 |
|