Hoge 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $316K | Buy |
4,459
+223
| +5% | +$15.8K | 0.2% | 43 |
|
2025
Q1 | $303K | Buy |
4,236
+44
| +1% | +$3.15K | 0.21% | 41 |
|
2024
Q4 | $261K | Buy |
4,192
+64
| +2% | +$3.99K | 0.19% | 44 |
|
2024
Q3 | $297K | Buy |
4,128
+278
| +7% | +$20K | 0.22% | 40 |
|
2024
Q2 | $245K | Buy |
3,850
+222
| +6% | +$14.1K | 0.2% | 45 |
|
2024
Q1 | $222K | Sell |
3,628
-792
| -18% | -$48.5K | 0.18% | 50 |
|
2023
Q4 | $260K | Buy |
+4,420
| New | +$260K | 0.26% | 36 |
|