Halpern Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $102K | Buy |
1,434
+37
| +3% | +$2.63K | 0.03% | 67 |
|
|
2024
Q2 | $88.9K | Buy |
1,397
+97
| +7% | +$6.17K | 0.02% | 69 |
|
|
2024
Q1 | $77.8K | Hold |
1,300
| – | – | 0.02% | 79 |
|
|
2023
Q4 | $77.9K | Hold |
1,300
| – | – | 0.02% | 76 |
|
|
2023
Q3 | $72.8K | Sell |
1,300
-200
| -13% | -$11.2K | 0.03% | 70 |
|
|
2023
Q2 | $90.3K | Sell |
1,500
-36
| -2% | -$2.17K | 0.03% | 63 |
|
|
2023
Q1 | $95.3K | Sell |
1,536
-49
| -3% | -$3.04K | 0.03% | 62 |
|
|
2022
Q4 | $101K | Hold |
1,585
| – | – | 0.04% | 60 |
|
|
2022
Q3 | $88.8K | Buy |
1,585
+47
| +3% | +$2.63K | 0.04% | 63 |
|
|
2022
Q2 | $96.8K | Sell |
1,538
-30
| -2% | -$1.89K | 0.04% | 64 |
|
|
2022
Q1 | $97.2K | Sell |
1,568
-291
| -16% | -$18K | 0.04% | 74 |
|
|
2021
Q4 | $110K | Buy |
1,859
+30
| +2% | +$1.78K | 0.05% | 57 |
|
|
2021
Q3 | $96K | Sell |
1,829
-612
| -25% | -$32.1K | 0.04% | 54 |
|
|
2021
Q2 | $132K | Buy |
2,441
+2,354
| +2,706% | +$127K | 0.06% | 46 |
|
|
2021
Q1 | $4.6K | Buy |
87
+85
| +4,250% | +$4.49K | ﹤0.01% | 187 |
|
|
2020
Q4 | $120 | Sell |
2
-1
| -33% | -$60 | ﹤0.01% | 203 |
|
|
2020
Q3 | $156 | Sell |
3
-172
| -98% | -$8.94K | ﹤0.01% | 200 |
|
|
2020
Q2 | $7.83K | Buy |
175
+173
| +8,650% | +$7.74K | 0.01% | 114 |
|
|
2020
Q1 | $94 | Hold |
2
| – | – | ﹤0.01% | 156 |
|
|
2019
Q4 | $117 | Buy |
+2
| New | +$117 | ﹤0.01% | 180 |
|