Householder Group Estate & Retirement Specialist’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 | $173K | Sell |
2,783
-6,178
| -69% | -$384K | 0.13% | 109 |
|
|
2024
Q3 | $643K | Buy |
8,961
+197
| +2% | +$14.1K | 0.19% | 108 |
|
|
2024
Q2 | $557K | Buy |
8,764
+1,212
| +16% | +$77K | 0.16% | 125 |
|
|
2024
Q1 | $462K | Sell |
7,552
-802
| -10% | -$49.1K | 0.14% | 142 |
|
|
2023
Q4 | $492K | Buy |
8,354
+554
| +7% | +$32.6K | 0.16% | 122 |
|
|
2023
Q3 | $437K | Buy |
+7,800
| New | +$437K | 0.16% | 122 |
|
|
2023
Q1 | $250K | Buy |
+4,030
| New | +$250K | 0.1% | 176 |
|
|
2022
Q4 | – | Sell |
-3,407
| Closed | -$190K | – | 759 |
|
|
2022
Q3 | $190K | Buy |
3,407
+64
| +2% | +$3.57K | 0.08% | 186 |
|
|
2022
Q2 | $210K | Buy |
3,343
+2
| +0.1% | +$126 | 0.09% | 184 |
|
|
2022
Q1 | $207K | Sell |
3,341
-864
| -21% | -$53.5K | 0.08% | 189 |
|
|
2021
Q4 | $249K | Buy |
+4,205
| New | +$249K | 0.09% | 178 |
|