LeJeune Puetz Investment Counsel’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$1.98M Buy
31,975
+212
+0.7% +$13.2K 0.71% 47
2022
Q4
$2.02M Hold
31,763
0.75% 44
2022
Q3
$1.78M Hold
31,763
0.73% 43
2022
Q2
$2M Sell
31,763
-600
-2% -$37.7K 0.78% 42
2022
Q1
$2.01M Buy
32,363
+90
+0.3% +$5.58K 0.7% 46
2021
Q4
$1.91M Buy
32,273
+75
+0.2% +$4.44K 0.64% 48
2021
Q3
$1.69M Buy
32,198
+743
+2% +$39K 0.61% 53
2021
Q2
$1.7M Sell
31,455
-225
-0.7% -$12.2K 0.63% 53
2021
Q1
$1.67M Sell
31,680
-350
-1% -$18.5K 0.66% 50
2020
Q4
$1.76M Hold
32,030
0.76% 45
2020
Q3
$1.58M Hold
32,030
0.77% 47
2020
Q2
$1.43M Sell
32,030
-3,800
-11% -$170K 0.75% 50
2020
Q1
$1.59M Sell
35,830
-162
-0.5% -$7.17K 0.93% 37
2019
Q4
$1.99M Sell
35,992
-800
-2% -$44.3K 0.93% 39
2019
Q3
$2M Sell
36,792
-200
-0.5% -$10.9K 1.02% 34
2019
Q2
$1.88M Hold
36,992
0.97% 35
2019
Q1
$1.73M Sell
36,992
-250
-0.7% -$11.7K 0.94% 39
2018
Q4
$1.76M Buy
37,242
+62
+0.2% +$2.94K 1.1% 31
2018
Q3
$1.72M Hold
37,180
0.99% 38
2018
Q2
$1.63M Sell
37,180
-3,750
-9% -$165K 1.01% 33
2018
Q1
$1.78M Buy
40,930
+3,780
+10% +$164K 1.09% 29
2017
Q4
$1.7M Buy
37,150
+220
+0.6% +$10.1K 1.04% 31
2017
Q3
$1.66M Buy
36,930
+450
+1% +$20.3K 1.07% 32
2017
Q2
$1.64M Sell
36,480
-500
-1% -$22.4K 1.11% 32
2017
Q1
$1.57M Sell
36,980
-450
-1% -$19.1K 1.13% 31
2016
Q4
$1.55M Buy
+37,430
New +$1.55M 1.19% 30