Heritage Wealth Management (Arizona)’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,300
| Closed | -$306K | – | 178 |
|
|
2023
Q4 | $306K | Buy |
+3,300
| New | +$306K | 0.17% | 117 |
|
|
2022
Q4 | $608K | Buy |
11,860
+6,510
| +122% | +$334K | 0.09% | 167 |
|
|
2022
Q3 | $220K | Buy |
5,350
+180
| +3% | +$7.4K | 0.07% | 206 |
|
|
2022
Q2 | $292K | Sell |
5,170
-2,910
| -36% | -$164K | 0.1% | 160 |
|
|
2022
Q1 | $401K | Buy |
+8,080
| New | +$401K | 0.11% | 150 |
|
|
2021
Q3 | $177K | Buy |
4,500
+700
| +18% | +$27.5K | 0.06% | 234 |
|
|
2021
Q2 | $153K | Buy |
3,800
+1,500
| +65% | +$60.4K | 0.06% | 265 |
|
|
2021
Q1 | $66K | Buy |
+2,300
| New | +$66K | 0.04% | 322 |
|