Physicians Financial Services’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 | $4.33M | Sell |
61,225
-1,199
| -2% | -$84.8K | 1.29% | 21 |
|
|
2025
Q1 | $4.47M | Buy |
62,424
+400
| +0.6% | +$28.6K | 1.42% | 18 |
|
|
2024
Q4 | $3.86M | Buy |
62,024
+826
| +1% | +$51.4K | 1.17% | 22 |
|
|
2024
Q3 | $4.4M | Sell |
61,198
-2,415
| -4% | -$174K | 1.37% | 19 |
|
|
2024
Q2 | $4.05M | Sell |
63,613
-131
| -0.2% | -$8.34K | 1.32% | 19 |
|
|
2024
Q1 | $3.9M | Sell |
63,744
-105
| -0.2% | -$6.42K | 1.37% | 19 |
|
|
2023
Q4 | $3.76M | Sell |
63,849
-501
| -0.8% | -$29.5K | 1.43% | 21 |
|
|
2023
Q3 | $3.6M | Sell |
64,350
-149
| -0.2% | -$8.34K | 1.47% | 19 |
|
|
2023
Q2 | $3.88M | Sell |
64,499
-25
| -0% | -$1.51K | 1.52% | 18 |
|
|
2023
Q1 | $4M | Sell |
64,524
-110
| -0.2% | -$6.82K | 1.69% | 18 |
|
|
2022
Q4 | $4.11M | Sell |
64,634
-50
| -0.1% | -$3.18K | 1.85% | 14 |
|
|
2022
Q3 | $3.62M | Sell |
64,684
-1,087
| -2% | -$60.9K | 1.75% | 13 |
|
|
2022
Q2 | $4.14M | Buy |
65,771
+537
| +0.8% | +$33.8K | 1.84% | 13 |
|
|
2022
Q1 | $4.05M | Sell |
65,234
-1,600
| -2% | -$99.2K | 1.54% | 17 |
|
|
2021
Q4 | $3.96M | Sell |
66,834
-1,675
| -2% | -$99.2K | 1.46% | 17 |
|
|
2021
Q3 | $3.6M | Sell |
68,509
-850
| -1% | -$44.6K | 1.46% | 21 |
|
|
2021
Q2 | $3.75M | Sell |
69,359
-2,499
| -3% | -$135K | 1.54% | 19 |
|
|
2021
Q1 | $3.79M | Buy |
71,858
+6,740
| +10% | +$355K | 1.62% | 18 |
|
|
2020
Q4 | $3.57M | Sell |
65,118
-1,944
| -3% | -$107K | 1.72% | 14 |
|
|
2020
Q3 | $3.31M | Buy |
67,062
+635
| +1% | +$31.4K | 1.65% | 17 |
|
|
2020
Q2 | $2.97M | Buy |
66,427
+318
| +0.5% | +$14.2K | 1.64% | 19 |
|
|
2020
Q1 | $2.93M | Sell |
66,109
-3,650
| -5% | -$161K | 2.01% | 13 |
|
|
2019
Q4 | $3.86M | Buy |
69,759
+403
| +0.6% | +$22.3K | 2.09% | 11 |
|
|
2019
Q3 | $3.78M | Sell |
69,356
-898
| -1% | -$48.9K | 2.16% | 11 |
|
|
2019
Q2 | $3.58M | Buy |
70,254
+1,051
| +2% | +$53.5K | 2.1% | 12 |
|
|
2019
Q1 | $3.24M | Buy |
69,203
+89
| +0.1% | +$4.17K | 2.02% | 16 |
|
|
2018
Q4 | $3.27M | Buy |
69,114
+4,589
| +7% | +$217K | 2.38% | 11 |
|
|
2018
Q3 | $2.98M | Sell |
64,525
-799
| -1% | -$36.9K | 2.05% | 14 |
|
|
2018
Q2 | $2.87M | Sell |
65,324
-404
| -0.6% | -$17.7K | 2.15% | 10 |
|
|
2018
Q1 | $2.85M | Buy |
65,728
+270
| +0.4% | +$11.7K | 2.26% | 7 |
|
|
2017
Q4 | $3M | Sell |
65,458
-900
| -1% | -$41.3K | 2.29% | 10 |
|
|
2017
Q3 | $2.99M | Hold |
66,358
| – | – | 2.44% | 7 |
|
|
2017
Q2 | $2.98M | Sell |
66,358
-1,214
| -2% | -$54.4K | 2.52% | 7 |
|
|
2017
Q1 | $2.87M | Sell |
67,572
-3,032
| -4% | -$129K | 2.47% | 8 |
|
|
2016
Q4 | $3.06M | Buy |
70,604
+400
| +0.6% | +$17.4K | 2.51% | 5 |
|
|
2016
Q3 | $2.97M | Buy |
70,204
+1,712
| +2% | +$72.5K | 2.48% | 5 |
|
|
2016
Q2 | $3.11M | Buy |
68,492
+988
| +1% | +$44.8K | 2.72% | 5 |
|
|
2016
Q1 | $3.13M | Buy |
67,504
+204
| +0.3% | +$9.46K | 2.83% | 3 |
|
|
2015
Q4 | $2.89M | Buy |
+67,300
| New | +$2.89M | 2.67% | 3 |
|