PFS Partners’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 | $257K | Buy |
3,632
+1
| +0% | +$71 | 0.13% | 59 |
|
2025
Q1 | $260K | Hold |
3,631
| – | – | 0.14% | 53 |
|
2024
Q4 | $226K | Buy |
3,631
+1
| +0% | +$62 | 0.12% | 61 |
|
2024
Q3 | $261K | Buy |
3,630
+1
| +0% | +$72 | 0.15% | 50 |
|
2024
Q2 | $231K | Buy |
3,629
+1
| +0% | +$64 | 0.14% | 53 |
|
2024
Q1 | $222K | Hold |
3,628
| – | – | 0.15% | 52 |
|
2023
Q4 | $214K | Buy |
3,628
+1
| +0% | +$59 | 0.15% | 52 |
|
2023
Q3 | $203K | Buy |
3,627
+1
| +0% | +$56 | 0.18% | 40 |
|
2023
Q2 | $218K | Sell |
3,626
-100
| -3% | -$6.02K | 0.18% | 39 |
|
2023
Q1 | $231K | Buy |
3,726
+200
| +6% | +$12.4K | 0.23% | 32 |
|
2022
Q4 | $224K | Hold |
3,526
| – | – | 0.24% | 29 |
|
2022
Q3 | $198K | Hold |
3,526
| – | – | 0.21% | 32 |
|
2022
Q2 | $222K | Hold |
3,526
| – | – | 0.22% | 34 |
|
2022
Q1 | $219K | Hold |
3,526
| – | – | 0.19% | 35 |
|
2021
Q4 | $209K | Buy |
+3,526
| New | +$209K | 0.15% | 36 |
|