Salomon & Ludwin’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 | $1.48M | Hold |
20,821
| – | – | 0.15% | 71 |
|
2025
Q1 | $1.49M | Sell |
20,821
-75
| -0.4% | -$5.37K | 0.16% | 68 |
|
2024
Q4 | $1.3M | Sell |
20,896
-800
| -4% | -$49.8K | 0.14% | 69 |
|
2024
Q3 | $1.56M | Buy |
21,696
+3,192
| +17% | +$229K | 0.16% | 68 |
|
2024
Q2 | $1.18M | Sell |
18,504
-8,789
| -32% | -$559K | 0.13% | 75 |
|
2024
Q1 | $1.67M | Buy |
27,293
+6,414
| +31% | +$392K | 0.14% | 74 |
|
2023
Q4 | $1.17M | Hold |
20,879
| – | – | 0.12% | 77 |
|
2023
Q3 | $1.17M | Sell |
20,879
-1,090
| -5% | -$61K | 0.12% | 77 |
|
2023
Q2 | $1.32M | Hold |
21,969
| – | – | 0.14% | 71 |
|
2023
Q1 | $1.36M | Hold |
21,969
| – | – | 0.16% | 68 |
|
2022
Q4 | $1.4M | Buy |
21,969
+2,299
| +12% | +$146K | 0.18% | 66 |
|
2022
Q3 | $1.1M | Buy |
19,670
+5,598
| +40% | +$314K | 0.17% | 58 |
|
2022
Q2 | $885K | Buy |
14,072
+9,540
| +211% | +$600K | 0.14% | 57 |
|
2022
Q1 | $281K | Buy |
4,532
+713
| +19% | +$44.2K | 0.04% | 100 |
|
2021
Q4 | $226K | Buy |
+3,819
| New | +$226K | 0.03% | 102 |
|
2020
Q2 | – | Sell |
-2,990
| Closed | -$132K | – | 149 |
|
2020
Q1 | $132K | Sell |
2,990
-2,094
| -41% | -$92.4K | 0.03% | 60 |
|
2019
Q4 | $281K | Buy |
5,084
+2,094
| +70% | +$116K | 0.06% | 42 |
|
2019
Q3 | $163K | Buy |
2,990
+65
| +2% | +$3.54K | 0.03% | 50 |
|
2019
Q2 | $149K | Buy |
2,925
+2,040
| +231% | +$104K | 0.03% | 52 |
|
2019
Q1 | $41K | Buy |
885
+85
| +11% | +$3.94K | 0.01% | 96 |
|
2018
Q4 | $38K | Buy |
+800
| New | +$38K | 0.01% | 96 |
|