Morton Brown Family Wealth’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 | $3.89K | Hold |
55
| – | – | ﹤0.01% | 252 |
|
|
2025
Q1 | $3.94K | Buy |
+55
| New | +$3.94K | ﹤0.01% | 252 |
|
|
2024
Q1 | – | Sell |
-55
| Closed | -$3.24K | – | 266 |
|
|
2023
Q4 | $3.24K | Sell |
55
-63
| -53% | -$3.71K | ﹤0.01% | 223 |
|
|
2023
Q3 | $6.61K | Hold |
118
| – | – | ﹤0.01% | 140 |
|
|
2023
Q2 | $7.11K | Sell |
118
-42
| -26% | -$2.53K | ﹤0.01% | 132 |
|
|
2023
Q1 | $9.93K | Buy |
+160
| New | +$9.93K | 0.01% | 131 |
|
|
2022
Q3 | – | Sell |
-95
| Closed | -$6K | – | 280 |
|
|
2022
Q2 | $6K | Buy |
+95
| New | +$6K | ﹤0.01% | 139 |
|