NFSG
Newbridge Financial Services Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
37,873
+1,692
| +5% | +$120K | 0.43% | 51 |
|
|
2025
Q1 | $2.59M | Buy |
36,181
+9,473
| +35% | +$678K | 0.63% | 39 |
|
|
2024
Q4 | $1.66M | Buy |
26,708
+10,240
| +62% | +$638K | 0.43% | 51 |
|
|
2024
Q3 | $1.18M | Buy |
16,468
+6,860
| +71% | +$493K | 0.42% | 60 |
|
|
2024
Q2 | $612K | Buy |
9,608
+648
| +7% | +$41.2K | 0.23% | 85 |
|
|
2024
Q1 | $548K | Buy |
8,960
+214
| +2% | +$13.1K | 0.24% | 90 |
|
|
2023
Q4 | $515K | Buy |
8,746
+5,015
| +134% | +$296K | 0.25% | 96 |
|
|
2023
Q3 | $209K | Sell |
3,731
-575
| -13% | -$32.2K | 0.11% | 185 |
|
|
2023
Q2 | $259K | Sell |
4,306
-136
| -3% | -$8.19K | 0.13% | 168 |
|
|
2023
Q1 | $276K | Sell |
4,442
-31
| -0.7% | -$1.92K | 0.15% | 143 |
|
|
2022
Q4 | $284K | Sell |
4,473
-3,365
| -43% | -$214K | 0.16% | 132 |
|
|
2022
Q3 | $439K | Buy |
7,838
+3,257
| +71% | +$182K | 0.26% | 89 |
|
|
2022
Q2 | $288K | Sell |
4,581
-101
| -2% | -$6.35K | 0.18% | 118 |
|
|
2022
Q1 | $290K | Buy |
4,682
+1,368
| +41% | +$84.7K | 0.14% | 140 |
|
|
2021
Q4 | $196K | Buy |
3,314
+1,728
| +109% | +$102K | 0.09% | 208 |
|
|
2021
Q3 | $83K | Buy |
1,586
+77
| +5% | +$4.03K | 0.05% | 294 |
|
|
2021
Q2 | $82K | Sell |
1,509
-1,177
| -44% | -$64K | 0.05% | 316 |
|
|
2021
Q1 | $142K | Sell |
2,686
-230
| -8% | -$12.2K | 0.1% | 203 |
|
|
2020
Q4 | $160K | Sell |
2,916
-562
| -16% | -$30.8K | 0.13% | 163 |
|
|
2020
Q3 | $172K | Buy |
+3,478
| New | +$172K | 0.17% | 126 |
|