Norwood Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $463K | Buy |
7,563
+528
| +8% | +$32.3K | 0.67% | 35 |
|
|
2023
Q4 | $415K | Sell |
7,035
-200
| -3% | -$11.8K | 0.63% | 35 |
|
|
2023
Q3 | $405K | Hold |
7,235
| – | – | 0.66% | 37 |
|
|
2023
Q2 | $436K | Hold |
7,235
| – | – | 0.65% | 35 |
|
|
2023
Q1 | $449K | Hold |
7,235
| – | – | 0.71% | 34 |
|
|
2022
Q4 | $460K | Buy |
7,235
+150
| +2% | +$9.54K | 0.72% | 35 |
|
|
2022
Q3 | $397K | Hold |
7,085
| – | – | 0.7% | 36 |
|
|
2022
Q2 | $445K | Hold |
7,085
| – | – | 0.76% | 33 |
|
|
2022
Q1 | $439K | Buy |
7,085
+10
| +0.1% | +$620 | 0.64% | 42 |
|
|
2021
Q4 | $418K | Buy |
+7,075
| New | +$418K | 0.58% | 47 |
|