Hoertkorn Richard Charles’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $326K | Hold |
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|
2025
Q1 | $330K | Hold |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $356K | Sell |
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|
2024
Q2 | $825K | Hold |
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|
2024
Q1 | $793K | Sell |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $791K | Hold |
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|
2023
Q1 | $814K | Hold |
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|
2022
Q4 | $835K | Hold |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $843K | Sell |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $865K | Sell |
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|
2021
Q3 | $771K | Sell |
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|
2021
Q2 | $877K | Sell |
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|
2021
Q1 | $967K | Sell |
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|
2020
Q4 | $1.01M | Hold |
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|
2020
Q3 | $911K | Hold |
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|
2020
Q2 | $824K | Hold |
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|
2020
Q1 | $816K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $975K | Sell |
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|
2019
Q1 | $968K | Hold |
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|
2018
Q4 | $978K | Hold |
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|
2018
Q3 | $954K | Sell |
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|
2018
Q2 | $941K | Sell |
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|
2018
Q1 | $981K | Sell |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $1.03M | Sell |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.4M | Hold |
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|
2016
Q2 | $1.5M | Sell |
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|
2016
Q1 | $1.55M | Sell |
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|
2015
Q4 | $1.51M | Sell |
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|
2015
Q3 | $1.86M | Sell |
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|
2015
Q2 | $1.96M | Sell |
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|
2015
Q1 | $2.1M | Sell |
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|
2014
Q4 | $2.25M | Sell |
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|
2014
Q3 | $2.28M | Buy |
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|
2014
Q2 | $2.25M | Sell |
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|
2014
Q1 | $2.17M | Sell |
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|
2013
Q4 | $2.33M | Buy |
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