Mechanics Financial Corp’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 | $69.3K | Hold |
980
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $70.2K | Buy |
980
+180
| +23% | +$12.9K | 0.03% | 156 |
|
|
2024
Q4 | $49.8K | Hold |
800
| – | – | 0.02% | 168 |
|
|
2024
Q3 | $57.5K | Buy |
+800
| New | +$57.5K | 0.03% | 157 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$6K | – | 229 |
|
|
2022
Q2 | $6K | Sell |
100
-200
| -67% | -$12K | ﹤0.01% | 197 |
|
|
2022
Q1 | $19K | Sell |
300
-1,500
| -83% | -$95K | 0.01% | 166 |
|
|
2021
Q4 | $107K | Buy |
+1,800
| New | +$107K | 0.05% | 134 |
|