Legacy Bridge’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 | $425 | Buy |
+6
| New | +$425 | ﹤0.01% | 297 |
|
|
2025
Q1 | – | Sell |
-4,255
| Closed | -$265K | – | 323 |
|
|
2024
Q4 | $265K | Hold |
4,255
| – | – | 0.14% | 130 |
|
|
2024
Q3 | $306K | Hold |
4,255
| – | – | 0.16% | 123 |
|
|
2024
Q2 | $271K | Sell |
4,255
-1,120
| -21% | -$71.3K | 0.16% | 119 |
|
|
2024
Q1 | $329K | Sell |
5,375
-900
| -14% | -$55.1K | 0.19% | 114 |
|
|
2023
Q4 | $370K | Sell |
6,275
-630
| -9% | -$37.1K | 0.24% | 105 |
|
|
2023
Q3 | $387K | Hold |
6,905
| – | – | 0.28% | 107 |
|
|
2023
Q2 | $416K | Buy |
6,905
+400
| +6% | +$24.1K | 0.28% | 109 |
|
|
2023
Q1 | $404K | Hold |
6,505
| – | – | 0.28% | 111 |
|
|
2022
Q4 | $414K | Buy |
6,505
+824
| +15% | +$52.4K | 0.29% | 109 |
|
|
2022
Q3 | $318K | Hold |
5,681
| – | – | 0.25% | 112 |
|
|
2022
Q2 | $357K | Hold |
5,681
| – | – | 0.26% | 115 |
|
|
2022
Q1 | $352K | Sell |
5,681
-375
| -6% | -$23.2K | 0.21% | 127 |
|
|
2021
Q4 | $359K | Hold |
6,056
| – | – | 0.19% | 130 |
|
|
2021
Q3 | $318K | Hold |
6,056
| – | – | 0.18% | 129 |
|
|
2021
Q2 | $328K | Buy |
6,056
+1,000
| +20% | +$54.2K | 0.19% | 129 |
|
|
2021
Q1 | $267K | Sell |
5,056
-112
| -2% | -$5.92K | 0.17% | 131 |
|
|
2020
Q4 | $283K | Hold |
5,168
| – | – | 0.21% | 117 |
|
|
2020
Q3 | $255K | Sell |
5,168
-112
| -2% | -$5.53K | 0.23% | 112 |
|
|
2020
Q2 | $236K | Sell |
5,280
-1,538
| -23% | -$68.7K | 0.26% | 110 |
|
|
2020
Q1 | $302K | Buy |
6,818
+112
| +2% | +$4.96K | 0.38% | 96 |
|
|
2019
Q4 | $371K | Buy |
6,706
+2,426
| +57% | +$134K | 0.31% | 106 |
|
|
2019
Q3 | $233K | Sell |
4,280
-1,950
| -31% | -$106K | 0.22% | 124 |
|
|
2019
Q2 | $317K | Hold |
6,230
| – | – | 0.31% | 103 |
|
|
2019
Q1 | $292K | Hold |
6,230
| – | – | 0.3% | 107 |
|
|
2018
Q4 | $295K | Buy |
+6,230
| New | +$295K | 0.37% | 96 |
|