Hazlett, Burt & Watson’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 | $1.21M | Buy |
17,118
+1,630
| +11% | +$115K | 0.49% | 52 |
|
|
2025
Q1 | $1.11M | Hold |
15,488
| – | – | 0.5% | 51 |
|
|
2024
Q4 | $963K | Buy |
15,488
+1,414
| +10% | +$87.9K | 0.43% | 58 |
|
|
2024
Q3 | $1.01M | Buy |
14,074
+45
| +0.3% | +$3.23K | 0.46% | 50 |
|
|
2024
Q2 | $891K | Buy |
14,029
+8,151
| +139% | +$518K | 0.46% | 49 |
|
|
2024
Q1 | $359K | Buy |
5,878
+342
| +6% | +$20.9K | 0.22% | 99 |
|
|
2023
Q4 | $325K | Buy |
5,536
+357
| +7% | +$21K | 0.22% | 97 |
|
|
2023
Q3 | $292K | Sell |
5,179
-2,148
| -29% | -$121K | 0.22% | 101 |
|
|
2023
Q2 | $441K | Buy |
7,327
+852
| +13% | +$51.3K | 0.33% | 62 |
|
|
2023
Q1 | $401K | Buy |
6,475
+916
| +16% | +$56.7K | 0.33% | 64 |
|
|
2022
Q4 | $355K | Buy |
5,559
+11
| +0.2% | +$702 | 0.31% | 72 |
|
|
2022
Q3 | $312K | Buy |
5,548
+6
| +0.1% | +$337 | 0.3% | 71 |
|
|
2022
Q2 | $349K | Buy |
5,542
+391
| +8% | +$24.6K | 0.32% | 64 |
|
|
2022
Q1 | $321K | Buy |
+5,151
| New | +$321K | 0.25% | 81 |
|