RZH
Relyea Zuckerberg Hanson’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
36,608
-457
| -1% | -$32.3K | 0.3% | 54 |
|
|
2025
Q1 | $2.65M | Buy |
37,065
+1,481
| +4% | +$106K | 0.36% | 47 |
|
|
2024
Q4 | $2.22M | Buy |
35,584
+17,118
| +93% | +$1.07M | 0.3% | 57 |
|
|
2024
Q3 | $1.33M | Sell |
18,466
-30
| -0.2% | -$2.16K | 0.2% | 70 |
|
|
2024
Q2 | $1.18M | Buy |
18,496
+2,340
| +14% | +$149K | 0.2% | 72 |
|
|
2024
Q1 | $988K | Buy |
16,156
+709
| +5% | +$43.4K | 0.17% | 76 |
|
|
2023
Q4 | $910K | Sell |
15,447
-384
| -2% | -$22.6K | 0.18% | 78 |
|
|
2023
Q3 | $886K | Buy |
15,831
+104
| +0.7% | +$5.82K | 0.2% | 73 |
|
|
2023
Q2 | $947K | Sell |
15,727
-899
| -5% | -$54.1K | 0.21% | 69 |
|
|
2023
Q1 | $1.03M | Sell |
16,626
-370
| -2% | -$23K | 0.25% | 60 |
|
|
2022
Q4 | $1.08M | Buy |
16,996
+3,705
| +28% | +$236K | 0.31% | 52 |
|
|
2022
Q3 | $745K | Buy |
13,291
+728
| +6% | +$40.8K | 0.27% | 56 |
|
|
2022
Q2 | $790K | Buy |
12,563
+732
| +6% | +$46K | 0.29% | 52 |
|
|
2022
Q1 | $766K | Buy |
11,831
+1,980
| +20% | +$128K | 0.25% | 65 |
|
|
2021
Q4 | $595K | Buy |
9,851
+1,035
| +12% | +$62.5K | 0.22% | 82 |
|
|
2021
Q3 | $463K | Buy |
8,816
+716
| +9% | +$37.6K | 0.18% | 86 |
|
|
2021
Q2 | $438K | Buy |
8,100
+197
| +2% | +$10.7K | 0.18% | 79 |
|
|
2021
Q1 | $423K | Buy |
7,903
+207
| +3% | +$11.1K | 0.19% | 76 |
|
|
2020
Q4 | $422K | Sell |
7,696
-20
| -0.3% | -$1.1K | 0.23% | 73 |
|
|
2020
Q3 | $386K | Sell |
7,716
-180
| -2% | -$9.01K | 0.25% | 74 |
|
|
2020
Q2 | $353K | Hold |
7,896
| – | – | 0.28% | 73 |
|
|
2020
Q1 | $349K | Hold |
7,896
| – | – | 0.38% | 65 |
|
|
2019
Q4 | $437K | Buy |
+7,896
| New | +$437K | 0.42% | 53 |
|