HBC Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $141K | Buy |
2,286
+2
| +0.1% | +$123 | 0.09% | 40 |
|
|
2024
Q3 | $150K | Buy |
2,284
+2
| +0.1% | +$131 | 0.09% | 41 |
|
|
2024
Q2 | $153K | Buy |
2,282
+2,002
| +715% | +$134K | 0.1% | 40 |
|
|
2024
Q1 | $17K | Sell |
280
-132
| -32% | -$8.01K | 0.01% | 96 |
|
|
2023
Q4 | $24K | Buy |
412
+4
| +1% | +$233 | 0.02% | 93 |
|
|
2023
Q3 | $22K | Hold |
408
| – | – | 0.02% | 90 |
|
|
2023
Q2 | $24K | Buy |
408
+136
| +50% | +$8K | 0.02% | 87 |
|
|
2023
Q1 | $17K | Buy |
272
+2
| +0.7% | +$125 | 0.01% | 118 |
|
|
2022
Q4 | $16K | Sell |
270
-492
| -65% | -$29.2K | 0.01% | 96 |
|
|
2022
Q3 | $43K | Hold |
762
| – | – | 0.04% | 63 |
|
|
2022
Q2 | $48K | Buy |
762
+2
| +0.3% | +$126 | 0.04% | 62 |
|
|
2022
Q1 | $49K | Sell |
760
-198
| -21% | -$12.8K | 0.04% | 61 |
|
|
2021
Q4 | $56K | Buy |
958
+2
| +0.2% | +$117 | 0.04% | 56 |
|
|
2021
Q3 | $51K | Sell |
956
-188
| -16% | -$10K | 0.03% | 55 |
|
|
2021
Q2 | $64K | Buy |
1,144
+2
| +0.2% | +$112 | 0.04% | 50 |
|
|
2021
Q1 | $60.6K | Buy |
1,142
+2
| +0.2% | +$106 | 0.04% | 54 |
|
|
2020
Q4 | $58K | Buy |
1,140
+2
| +0.2% | +$102 | 0.05% | 58 |
|
|
2020
Q3 | $56K | Buy |
1,138
+2
| +0.2% | +$98 | 0.05% | 51 |
|
|
2020
Q2 | $53K | Buy |
1,136
+5
| +0.4% | +$233 | 0.05% | 56 |
|
|
2020
Q1 | $50K | Sell |
1,131
-134
| -11% | -$5.92K | 0.06% | 52 |
|
|
2019
Q4 | $69K | Buy |
+1,265
| New | +$69K | 0.06% | 54 |
|