Laird Norton Wetherby Trust Company’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,312
| Closed | -$582K | – | 126 |
|
|
2023
Q3 | $582K | Buy |
10,312
+29
| +0.3% | +$1.64K | 0.07% | 57 |
|
|
2023
Q2 | $624K | Hold |
10,283
| – | – | 0.07% | 54 |
|
|
2023
Q1 | $643K | Sell |
10,283
-63
| -0.6% | -$3.94K | 0.08% | 52 |
|
|
2022
Q4 | $658K | Buy |
+10,346
| New | +$658K | 0.09% | 49 |
|
|
2022
Q3 | – | Sell |
-10,780
| Closed | -$682K | – | 98 |
|
|
2022
Q2 | $682K | Sell |
10,780
-138
| -1% | -$8.73K | 0.09% | 49 |
|
|
2022
Q1 | $677K | Sell |
10,918
-725
| -6% | -$45K | 0.06% | 90 |
|
|
2021
Q4 | $689K | Buy |
11,643
+686
| +6% | +$40.6K | 0.06% | 91 |
|
|
2021
Q3 | $575K | Buy |
10,957
+538
| +5% | +$28.2K | 0.06% | 92 |
|
|
2021
Q2 | $564K | Sell |
10,419
-2,336
| -18% | -$126K | 0.06% | 82 |
|
|
2021
Q1 | $698K | Buy |
12,755
+4
| +0% | +$219 | 0.08% | 71 |
|
|
2020
Q4 | $699K | Buy |
+12,751
| New | +$699K | 0.08% | 65 |
|