Oliver Lagore Vanvalin Investment Group’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 | $133K | Buy |
+1,853
| New | +$133K | 0.05% | 164 |
|
|
2024
Q4 | $115K | Hold |
1,853
| – | – | 0.03% | 165 |
|
|
2024
Q3 | $133K | Sell |
1,853
-25
| -1% | -$1.8K | 0.04% | 149 |
|
|
2024
Q2 | $120K | Buy |
1,878
+425
| +29% | +$27.1K | 0.03% | 153 |
|
|
2024
Q1 | $88.9K | Hold |
1,453
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $85.6K | Hold |
1,453
| – | – | 0.03% | 163 |
|
|
2023
Q3 | $81.3K | Sell |
1,453
-6
| -0.4% | -$336 | 0.03% | 188 |
|
|
2023
Q2 | $87.9K | Hold |
1,459
| – | – | 0.03% | 184 |
|
|
2023
Q1 | $90.5K | Hold |
1,459
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $92.8K | Buy |
1,459
+284
| +24% | +$18.1K | 0.05% | 126 |
|
|
2022
Q3 | $66K | Hold |
1,175
| – | – | 0.04% | 147 |
|
|
2022
Q2 | $74K | Hold |
1,175
| – | – | 0.04% | 147 |
|
|
2022
Q1 | $73K | Buy |
+1,175
| New | +$73K | 0.05% | 154 |
|