Harbor Advisory Corp’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Hold	7,092	–	–	0.16%	62
2025 Q1	$508K	Hold	7,092	–	–	0.17%	67
2024 Q4	$442K	Hold	7,092	–	–	0.15%	71
2024 Q3	$510K	Hold	7,092	–	–	0.17%	67
2024 Q2	$451K	Sell	7,092 -2,038	-22%	-$130K	0.16%	67
2024 Q1	$559K	Hold	9,130	–	–	0.19%	66
2023 Q4	$538K	Hold	9,130	–	–	0.19%	65
2023 Q3	$511K	Hold	9,130	–	–	0.19%	70
2023 Q2	$550K	Buy	9,130 +306	+3%	+$18.4K	0.19%	66
2023 Q1	$547K	Hold	8,824	–	–	0.21%	68
2022 Q4	$561K	Sell	8,824 -1,400	-14%	-$89.1K	0.23%	67
2022 Q3	$573K	Sell	10,224 -1,320	-11%	-$74K	0.26%	60
2022 Q2	$726K	Buy	11,544 +3,000	+35%	+$189K	0.32%	56
2022 Q1	$530K	Hold	8,544	–	–	0.21%	60
2021 Q4	$506K	Hold	8,544	–	–	0.21%	60
2021 Q3	$448K	Buy	8,544 +400	+5%	+$21K	0.19%	62
2021 Q2	$441K	Buy	8,144 +1,400	+21%	+$75.8K	0.2%	61
2021 Q1	$355K	Hold	6,744	–	–	0.14%	83
2020 Q4	$370K	Buy	6,744 +2,288	+51%	+$126K	0.2%	71
2020 Q3	$220K	Buy	+4,456	New	+$220K	0.22%	34
2020 Q1	–	Sell	-4,456	Closed	-$247K	–	36
2019 Q4	$247K	Hold	4,456	–	–	0.21%	37
2019 Q3	$243K	Hold	4,456	–	–	0.21%	36
2019 Q2	$227K	Hold	4,456	–	–	0.2%	36
2019 Q1	$209K	Hold	4,456	–	–	0.19%	38
2018 Q4	$211K	Sell	4,456 -1,200	-21%	-$56.8K	0.21%	39
2018 Q3	$261K	Hold	5,656	–	–	0.23%	38
2018 Q2	$248K	Hold	5,656	–	–	0.22%	38
2018 Q1	$246K	Hold	5,656	–	–	0.23%	38
2017 Q4	$259K	Buy	+5,656	New	+$259K	0.25%	40