MGIA
Matthew Goff Investment Advisor’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
7,350
+1
| +0% | +$71 | 0.1% | 71 |
|
|
2025
Q1 | $526K | Buy |
7,349
+34
| +0.5% | +$2.44K | 0.1% | 78 |
|
|
2024
Q4 | $455K | Buy |
7,315
+122
| +2% | +$7.6K | 0.08% | 79 |
|
|
2024
Q3 | $517K | Buy |
7,193
+38
| +0.5% | +$2.73K | 0.1% | 76 |
|
|
2024
Q2 | $455K | Hold |
7,155
| – | – | 0.09% | 81 |
|
|
2024
Q1 | $438K | Buy |
7,155
+92
| +1% | +$5.63K | 0.09% | 75 |
|
|
2023
Q4 | $416K | Sell |
7,063
-96
| -1% | -$5.66K | 0.09% | 76 |
|
|
2023
Q3 | $401K | Sell |
7,159
-93
| -1% | -$5.21K | 0.1% | 76 |
|
|
2023
Q2 | $437K | Sell |
7,252
-58
| -0.8% | -$3.49K | 0.1% | 77 |
|
|
2023
Q1 | $453K | Sell |
7,310
-22
| -0.3% | -$1.37K | 0.11% | 70 |
|
|
2022
Q4 | $466K | Hold |
7,332
| – | – | 0.12% | 68 |
|
|
2022
Q3 | $411K | Hold |
7,332
| – | – | 0.12% | 64 |
|
|
2022
Q2 | $461K | Hold |
7,332
| – | – | 0.12% | 63 |
|
|
2022
Q1 | $455K | Sell |
7,332
-102
| -1% | -$6.33K | 0.11% | 65 |
|
|
2021
Q4 | $440K | Hold |
7,434
| – | – | 0.1% | 63 |
|
|
2021
Q3 | $390K | Sell |
7,434
-18
| -0.2% | -$944 | 0.1% | 72 |
|
|
2021
Q2 | $403K | Sell |
7,452
-6
| -0.1% | -$324 | 0.1% | 72 |
|
|
2021
Q1 | $393K | Buy |
7,458
+6
| +0.1% | +$316 | 0.11% | 73 |
|
|
2020
Q4 | $409K | Buy |
7,452
+848
| +13% | +$46.5K | 0.12% | 67 |
|
|
2020
Q3 | $326K | Hold |
6,604
| – | – | 0.1% | 66 |
|
|
2020
Q2 | $295K | Buy |
6,604
+144
| +2% | +$6.43K | 0.1% | 66 |
|
|
2020
Q1 | $286K | Buy |
6,460
+217
| +3% | +$9.61K | 0.12% | 50 |
|
|
2019
Q4 | $346K | Hold |
6,243
| – | – | 0.13% | 50 |
|
|
2019
Q3 | $340K | Buy |
6,243
+400
| +7% | +$21.8K | 0.14% | 49 |
|
|
2019
Q2 | $298K | Hold |
5,843
| – | – | 0.13% | 49 |
|
|
2019
Q1 | $274K | Hold |
5,843
| – | – | 0.13% | 49 |
|
|
2018
Q4 | $277K | Hold |
5,843
| – | – | 0.14% | 47 |
|
|
2018
Q3 | $270K | Hold |
5,843
| – | – | 0.11% | 62 |
|
|
2018
Q2 | $256K | Sell |
5,843
-269
| -4% | -$11.8K | 0.1% | 67 |
|
|
2018
Q1 | $265K | Buy |
6,112
+269
| +5% | +$11.7K | 0.11% | 66 |
|
|
2017
Q4 | $268K | Buy |
5,843
+328
| +6% | +$15K | 0.12% | 67 |
|
|
2017
Q3 | $248K | Hold |
5,515
| – | – | 0.11% | 68 |
|
|
2017
Q2 | $247K | Hold |
5,515
| – | – | 0.22% | 36 |
|
|
2017
Q1 | $234K | Buy |
+5,515
| New | +$234K | 0.22% | 35 |
|