Ridgewood Investments’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 | $46.5K | Buy |
657
+180
| +38% | +$12.7K | 0.02% | 344 |
|
|
2025
Q1 | $34.2K | Buy |
477
+285
| +148% | +$20.4K | 0.02% | 366 |
|
|
2024
Q4 | $12K | Hold |
192
| – | – | 0.01% | 454 |
|
|
2024
Q3 | $13.8K | Hold |
192
| – | – | 0.01% | 449 |
|
|
2024
Q2 | $12.2K | Buy |
+192
| New | +$12.2K | 0.01% | 475 |
|
|
2023
Q3 | – | Sell |
-150
| Closed | -$9.03K | – | 485 |
|
|
2023
Q2 | $9.03K | Hold |
150
| – | – | 0.01% | 524 |
|
|
2023
Q1 | $9.31K | Buy |
+150
| New | +$9.31K | 0.01% | 516 |
|
|
2022
Q1 | – | Sell |
-6,737
| Closed | -$399K | – | 202 |
|
|
2021
Q4 | $399K | Hold |
6,737
| – | – | 0.25% | 125 |
|
|
2021
Q3 | $353K | Sell |
6,737
-5,628
| -46% | -$295K | 0.24% | 128 |
|
|
2021
Q2 | $669K | Sell |
12,365
-949
| -7% | -$51.3K | 0.43% | 83 |
|
|
2021
Q1 | $702K | Buy |
13,314
+3,875
| +41% | +$204K | 0.43% | 83 |
|
|
2020
Q4 | $466K | Hold |
9,439
| – | – | 0.37% | 93 |
|
|
2020
Q3 | $466K | Sell |
9,439
-519
| -5% | -$25.6K | 0.36% | 94 |
|
|
2020
Q2 | $445K | Buy |
+9,958
| New | +$445K | 0.37% | 98 |
|