RDFA
Ritter Daniher Financial Advisory’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
5,428
+172
| +3% | +$12.2K | 0.09% | 63 |
|
|
2025
Q1 | $376K | Hold |
5,256
| – | – | 0.1% | 60 |
|
|
2024
Q4 | $327K | Buy |
5,256
+400
| +8% | +$24.9K | 0.09% | 65 |
|
|
2024
Q3 | $349K | Hold |
4,856
| – | – | 0.1% | 62 |
|
|
2024
Q2 | $309K | Sell |
4,856
-31
| -0.6% | -$1.97K | 0.1% | 62 |
|
|
2024
Q1 | $299K | Hold |
4,887
| – | – | 0.1% | 64 |
|
|
2023
Q4 | $288K | Sell |
4,887
-200
| -4% | -$11.8K | 0.11% | 61 |
|
|
2023
Q3 | $285K | Buy |
5,087
+200
| +4% | +$11.2K | 0.12% | 56 |
|
|
2023
Q2 | $294K | Hold |
4,887
| – | – | 0.12% | 55 |
|
|
2023
Q1 | $303K | Sell |
4,887
-25
| -0.5% | -$1.55K | 0.13% | 53 |
|
|
2022
Q4 | $312K | Hold |
4,912
| – | – | 0.15% | 57 |
|
|
2022
Q3 | $275K | Sell |
4,912
-10
| -0.2% | -$560 | 0.2% | 53 |
|
|
2022
Q2 | $310K | Hold |
4,922
| – | – | 0.22% | 48 |
|
|
2022
Q1 | $305K | Hold |
4,922
| – | – | 0.21% | 47 |
|
|
2021
Q4 | $291K | Buy |
4,922
+325
| +7% | +$19.2K | 0.19% | 47 |
|
|
2021
Q3 | $241K | Hold |
4,597
| – | – | 0.18% | 52 |
|
|
2021
Q2 | $249K | Hold |
4,597
| – | – | 0.19% | 48 |
|
|
2021
Q1 | $242K | Hold |
4,597
| – | – | 0.19% | 44 |
|
|
2020
Q4 | $252K | Buy |
+4,597
| New | +$252K | 0.22% | 45 |
|