Laurie J. Hall Trustee’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 | $395K | Hold |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $440K | Sell |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $256K | Hold |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $283K | Hold |
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|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $277K | Hold |
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|
2020
Q3 | $250K | Buy |
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|
2019
Q4 | $290K | Buy |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $247K | Hold |
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|
2019
Q1 | $227K | Hold |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $223K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $218K | Hold |
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|
2017
Q2 | $217K | Sell |
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|
2017
Q1 | $280K | Sell |
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|
2016
Q4 | $372K | Buy |
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|
2016
Q2 | $406K | Hold |
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|
2016
Q1 | $397K | Sell |
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|
2015
Q4 | $389K | Buy |
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|
2015
Q3 | $357K | Hold |
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|
2015
Q2 | $349K | Hold |
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|
2015
Q1 | $361K | Hold |
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|
2014
Q4 | $375K | Hold |
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|
2014
Q3 | $380K | Hold |
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|
2014
Q2 | $378K | Hold |
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|
2014
Q1 | $345K | Sell |
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|
2013
Q4 | $518K | Hold |
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|
2013
Q3 | $474K | Hold |
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|
2013
Q2 | $502K | Buy |
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