GYL Financial Synergies’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.8M | Sell |
66,825
-1,046
| -2% | -$71.6K | 0.36% | 70 |
|
|
2024
Q2 | $4.32M | Buy |
67,871
+2,880
| +4% | +$178K | 0.33% | 75 |
|
|
2024
Q1 | $3.98M | Buy |
64,991
+682
| +1% | +$41K | 0.31% | 77 |
|
|
2023
Q4 | $3.79M | Buy |
64,309
+375
| +0.6% | +$21.3K | 0.31% | 80 |
|
|
2023
Q3 | $3.58M | Sell |
63,934
-8,725
| -12% | -$523K | 0.35% | 70 |
|
|
2023
Q2 | $4.38M | Buy |
72,659
+27,211
| +60% | +$1.69M | 0.4% | 59 |
|
|
2023
Q1 | $2.82M | Buy |
45,448
+8,751
| +24% | +$530K | 0.34% | 67 |
|
|
2022
Q4 | $2.33M | Buy |
36,697
+13,750
| +60% | +$830K | 0.51% | 37 |
|
|
2022
Q3 | $1.29M | Buy |
22,947
+432
| +2% | +$26.8K | 0.35% | 43 |
|
|
2022
Q2 | $1.42M | Buy |
22,515
+1,200
| +6% | +$76.1K | 0.39% | 40 |
|
|
2022
Q1 | $1.32M | Sell |
21,315
-14,327
| -40% | -$871K | 0.32% | 41 |
|
|
2021
Q4 | $2.11M | Buy |
35,642
+354
| +1% | +$19.7K | 0.57% | 30 |
|
|
2021
Q3 | $1.85M | Buy |
35,288
+1,257
| +4% | +$70.1K | 0.95% | 20 |
|
|
2021
Q2 | $1.84M | Buy |
34,031
+273
| +0.8% | +$14.9K | 0.95% | 20 |
|
|
2021
Q1 | $1.78M | Buy |
33,758
+3,341
| +11% | +$168K | 0.98% | 20 |
|
|
2020
Q4 | $1.67M | Sell |
30,417
-194
| -0.6% | -$10K | 0.96% | 22 |
|
|
2020
Q3 | $1.51M | Buy |
30,611
+841
| +3% | +$40.4K | 0.99% | 19 |
|
|
2020
Q2 | $1.33M | Buy |
29,770
+5,404
| +22% | +$249K | 0.96% | 21 |
|
|
2020
Q1 | $1.08M | Sell |
24,366
-974
| -4% | -$52.6K | 0.69% | 29 |
|
|
2019
Q4 | $1.4M | Buy |
25,340
+488
| +2% | +$26.2K | 0.62% | 27 |
|
|
2019
Q3 | $1.35M | Buy |
24,852
+155
| +0.6% | +$8.3K | 0.67% | 26 |
|
|
2019
Q2 | $1.26M | Sell |
24,697
-900
| -4% | -$44.1K | 0.67% | 27 |
|
|
2019
Q1 | $1.2M | Sell |
25,597
-198
| -0.8% | -$9.26K | 0.67% | 27 |
|
|
2018
Q4 | $1.22M | Buy |
+25,795
| New | +$1.23M | 0.89% | 19 |
|
Other funds holding KO
