Measured Wealth Private Client Group’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,020
| Closed | -$408K | – | 184 |
|
|
2025
Q1 | $408K | Sell |
3,020
-130
| -4% | -$17.6K | 0.13% | 110 |
|
|
2024
Q4 | $397K | Sell |
3,150
-160
| -5% | -$20.2K | 0.13% | 105 |
|
|
2024
Q3 | $436K | Sell |
3,310
-340
| -9% | -$44.8K | 0.15% | 93 |
|
|
2024
Q2 | $396K | Buy |
3,650
+490
| +16% | +$53.2K | 0.14% | 119 |
|
|
2024
Q1 | $267K | Buy |
3,160
+190
| +6% | +$16.1K | 0.09% | 159 |
|
|
2023
Q4 | $276K | Buy |
+2,970
| New | +$276K | 0.1% | 144 |
|