Heron Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $308K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $263K | Hold |
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|
2022
Q2 | $296K | Sell |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $285K | Sell |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $254K | Sell |
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|
2020
Q3 | $257K | Buy |
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|
2020
Q2 | $220K | Buy |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $267K | Buy |
|