GA
Greenspring Advisors’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $518K | Hold |
7,230
| – | – | 0.12% | 49 |
|
2024
Q4 | $450K | Hold |
7,230
| – | – | 0.1% | 55 |
|
2024
Q3 | $520K | Sell |
7,230
-420
| -5% | -$30.2K | 0.11% | 50 |
|
2024
Q2 | $487K | Hold |
7,650
| – | – | 0.12% | 41 |
|
2024
Q1 | $468K | Hold |
7,650
| – | – | 0.12% | 41 |
|
2023
Q4 | $451K | Sell |
7,650
-427
| -5% | -$25.2K | 0.12% | 39 |
|
2023
Q3 | $452K | Hold |
8,077
| – | – | 0.14% | 36 |
|
2023
Q2 | $486K | Sell |
8,077
-4,928
| -38% | -$297K | 0.15% | 35 |
|
2023
Q1 | $807K | Buy |
13,005
+100
| +0.8% | +$6.2K | 0.18% | 55 |
|
2022
Q4 | $821K | Sell |
12,905
-329
| -2% | -$20.9K | 0.22% | 49 |
|
2022
Q3 | $741K | Hold |
13,234
| – | – | 0.23% | 47 |
|
2022
Q2 | $832K | Hold |
13,234
| – | – | 0.24% | 44 |
|
2022
Q1 | $821K | Hold |
13,234
| – | – | 0.22% | 39 |
|
2021
Q4 | $784K | Buy |
+13,234
| New | +$784K | 0.2% | 40 |
|