Luts & Greenleigh Group’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 | $1.56M | Buy |
22,056
+60
| +0.3% | +$4.25K | 1.5% | 15 |
|
2025
Q1 | $1.58M | Buy |
21,996
+6
| +0% | +$430 | 1.57% | 12 |
|
2024
Q4 | $1.37M | Buy |
21,990
+157
| +0.7% | +$9.78K | 1.35% | 15 |
|
2024
Q3 | $1.57M | Buy |
21,833
+105
| +0.5% | +$7.55K | 1.51% | 12 |
|
2024
Q2 | $1.38M | Buy |
+21,728
| New | +$1.38M | 1.44% | 14 |
|
2023
Q4 | $1.17M | Sell |
19,909
-894
| -4% | -$52.7K | 1.48% | 12 |
|
2023
Q3 | $1.16M | Sell |
20,803
-59
| -0.3% | -$3.3K | 1.45% | 13 |
|
2023
Q2 | $1.26M | Sell |
20,862
-348
| -2% | -$21K | 1.55% | 13 |
|
2023
Q1 | $1.32M | Sell |
21,210
-850
| -4% | -$52.7K | 1.67% | 12 |
|
2022
Q4 | $1.4M | Buy |
+22,060
| New | +$1.4M | 1.78% | 11 |
|