Mascoma Wealth Management’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 | $260K | Hold |
3,671
| – | – | 0.06% | 77 |
|
|
2025
Q1 | $263K | Hold |
3,671
| – | – | 0.07% | 79 |
|
|
2024
Q4 | $229K | Sell |
3,671
-562
| -13% | -$35K | 0.06% | 92 |
|
|
2024
Q3 | $304K | Hold |
4,233
| – | – | 0.08% | 77 |
|
|
2024
Q2 | $269K | Buy |
4,233
+1,131
| +36% | +$72K | 0.07% | 81 |
|
|
2024
Q1 | $190K | Hold |
3,102
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $183K | Sell |
3,102
-64
| -2% | -$3.77K | 0.05% | 104 |
|
|
2023
Q3 | $177K | Hold |
3,166
| – | – | 0.06% | 108 |
|
|
2023
Q2 | $193K | Sell |
3,166
-200
| -6% | -$12.2K | 0.06% | 106 |
|
|
2023
Q1 | $216K | Hold |
3,366
| – | – | 0.06% | 114 |
|
|
2022
Q4 | $214K | Hold |
3,366
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $189K | Hold |
3,366
| – | – | 0.07% | 116 |
|
|
2022
Q2 | $212K | Hold |
3,366
| – | – | 0.07% | 107 |
|
|
2022
Q1 | $209K | Buy |
3,366
+1,264
| +60% | +$78.5K | 0.07% | 119 |
|
|
2021
Q4 | $124K | Sell |
2,102
-4,128
| -66% | -$244K | 0.04% | 146 |
|
|
2021
Q3 | $327K | Hold |
6,230
| – | – | 0.13% | 85 |
|
|
2021
Q2 | $337K | Hold |
6,230
| – | – | 0.14% | 80 |
|
|
2021
Q1 | $328K | Sell |
6,230
-150
| -2% | -$7.9K | 0.14% | 79 |
|
|
2020
Q4 | $350K | Buy |
+6,380
| New | +$350K | 0.18% | 70 |
|
|
2019
Q3 | $428K | Sell |
7,855
-1,346
| -15% | -$73.3K | 0.27% | 50 |
|
|
2019
Q2 | $469K | Buy |
9,201
+11
| +0.1% | +$561 | 0.29% | 46 |
|
|
2019
Q1 | $431K | Sell |
9,190
-55
| -0.6% | -$2.58K | 0.29% | 44 |
|
|
2018
Q4 | $438K | Buy |
9,245
+21
| +0.2% | +$995 | 0.33% | 38 |
|
|
2018
Q3 | $426K | Buy |
9,224
+338
| +4% | +$15.6K | 0.28% | 42 |
|
|
2018
Q2 | $390K | Buy |
8,886
+108
| +1% | +$4.74K | 0.27% | 46 |
|
|
2018
Q1 | $381K | Buy |
8,778
+562
| +7% | +$24.4K | 0.25% | 49 |
|
|
2017
Q4 | $385K | Sell |
8,216
-981
| -11% | -$46K | 0.24% | 46 |
|
|
2017
Q3 | $414K | Buy |
9,197
+255
| +3% | +$11.5K | 0.28% | 45 |
|
|
2017
Q2 | $401K | Buy |
8,942
+1,376
| +18% | +$61.7K | 0.27% | 43 |
|
|
2017
Q1 | $321K | Hold |
7,566
| – | – | 0.23% | 39 |
|
|
2016
Q4 | $314K | Buy |
+7,566
| New | +$314K | 0.23% | 43 |
|