Halpern Financial’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 | $102K | Buy |
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|
2024
Q2 | $88.9K | Buy |
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|
2024
Q1 | $77.8K | Hold |
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|
2023
Q4 | $77.9K | Hold |
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|
2023
Q3 | $72.8K | Sell |
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|
2023
Q2 | $90.3K | Sell |
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|
2023
Q1 | $95.3K | Sell |
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|
2022
Q4 | $101K | Hold |
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|
2022
Q3 | $88.8K | Buy |
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|
2022
Q2 | $96.8K | Sell |
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|
2022
Q1 | $97.2K | Sell |
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|
2021
Q4 | $110K | Buy |
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|
2021
Q3 | $96K | Sell |
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|
2021
Q2 | $132K | Buy |
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|
2021
Q1 | $4.6K | Buy |
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|
2020
Q4 | $120 | Sell |
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|
2020
Q3 | $156 | Sell |
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|
2020
Q2 | $7.83K | Buy |
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|
2020
Q1 | $94 | Hold |
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|
2019
Q4 | $117 | Buy |
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