Plante Moran Financial Advisors’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,880
| Closed | -$96.3K | – | 818 |
|
|
2022
Q4 | $96.3K | Buy |
+1,880
| New | +$96.3K | 0.01% | 233 |
|
|
2020
Q3 | – | Sell |
-80
| Closed | -$2K | – | 852 |
|
|
2020
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 660 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 645 |
|
|
2019
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 679 |
|
|
2019
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 770 |
|
|
2019
Q2 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 719 |
|