GF
Gries Financial’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
26,294
-289
| -1% | -$20.4K | 0.34% | 69 |
|
|
2025
Q1 | $1.9M | Buy |
26,583
+660
| +3% | +$47.3K | 0.37% | 59 |
|
|
2024
Q4 | $1.61M | Sell |
25,923
-399
| -2% | -$24.8K | 0.29% | 85 |
|
|
2024
Q3 | $1.89M | Buy |
26,322
+1,400
| +6% | +$101K | 0.35% | 72 |
|
|
2024
Q2 | $1.59M | Sell |
24,922
-1,274
| -5% | -$81.1K | 0.33% | 81 |
|
|
2024
Q1 | $1.6M | Buy |
26,196
+1,602
| +7% | +$98K | 0.27% | 99 |
|
|
2023
Q4 | $1.45M | Buy |
24,594
+663
| +3% | +$39.1K | 0.32% | 81 |
|
|
2023
Q3 | $1.34M | Buy |
23,931
+1,957
| +9% | +$110K | 0.36% | 79 |
|
|
2023
Q2 | $1.32M | Hold |
21,974
| – | – | 0.37% | 74 |
|
|
2023
Q1 | $1.36M | Hold |
21,974
| – | – | 0.4% | 71 |
|
|
2022
Q4 | $1.4M | Hold |
21,974
| – | – | 0.46% | 72 |
|
|
2022
Q3 | $1.23M | Sell |
21,974
-181
| -0.8% | -$10.1K | 0.52% | 59 |
|
|
2022
Q2 | $1.39M | Hold |
22,155
| – | – | 0.66% | 46 |
|
|
2022
Q1 | $1.37M | Hold |
22,155
| – | – | 0.51% | 62 |
|
|
2021
Q4 | $1.31M | Sell |
22,155
-70
| -0.3% | -$4.15K | 0.54% | 49 |
|
|
2021
Q3 | $1.17M | Buy |
22,225
+100
| +0.5% | +$5.25K | 0.37% | 80 |
|
|
2021
Q2 | $1.24M | Sell |
22,125
-7
| -0% | -$393 | 0.4% | 70 |
|
|
2021
Q1 | $1.21M | Buy |
+22,132
| New | +$1.21M | 0.38% | 74 |
|