Santori & Peters Inc’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 | $201K | Hold |
2,840
| – | – | 0.07% | 67 |
|
|
2025
Q1 | $203K | Buy |
+2,840
| New | +$203K | 0.08% | 63 |
|
|
2024
Q4 | – | Sell |
-2,839
| Closed | -$204K | – | 68 |
|
|
2024
Q3 | $204K | Buy |
+2,839
| New | +$204K | 0.08% | 65 |
|
|
2023
Q1 | – | Sell |
-3,153
| Closed | -$201K | – | 54 |
|
|
2022
Q4 | $201K | Buy |
+3,153
| New | +$201K | 0.12% | 49 |
|
|
2022
Q3 | – | Sell |
-3,489
| Closed | -$219K | – | 47 |
|
|
2022
Q2 | $219K | Buy |
+3,489
| New | +$219K | 0.14% | 45 |
|
|
2021
Q1 | – | Sell |
-9,870
| Closed | -$504K | – | 70 |
|
|
2020
Q4 | $504K | Buy |
9,870
+4
| +0% | +$204 | 0.28% | 44 |
|
|
2020
Q3 | $487K | Buy |
+9,866
| New | +$487K | 0.32% | 41 |
|
|
2020
Q2 | – | Sell |
-9,942
| Closed | -$439K | – | 67 |
|
|
2020
Q1 | $439K | Buy |
9,942
+69
| +0.7% | +$3.05K | 0.38% | 37 |
|
|
2019
Q4 | $546K | Buy |
9,873
+3
| +0% | +$166 | 0.36% | 39 |
|
|
2019
Q3 | $537K | Sell |
9,870
-3,566
| -27% | -$194K | 0.39% | 31 |
|
|
2019
Q2 | $684K | Buy |
+13,436
| New | +$684K | 0.5% | 24 |
|
|
2019
Q1 | – | Sell |
-13,843
| Closed | -$655K | – | 68 |
|
|
2018
Q4 | $655K | Buy |
+13,843
| New | +$655K | 0.58% | 21 |
|
|
2018
Q1 | – | Sell |
-2,955
| Closed | -$127K | – | 311 |
|
|
2017
Q4 | $127K | Buy |
+2,955
| New | +$127K | 0.11% | 62 |
|