Sittner & Nelson’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 | $716K | Hold |
10,114
| – | – | 0.29% | 64 |
|
|
2025
Q1 | $724K | Buy |
10,114
+40
| +0.4% | +$2.87K | 0.31% | 57 |
|
|
2024
Q4 | $627K | Buy |
10,074
+133
| +1% | +$8.28K | 0.27% | 61 |
|
|
2024
Q3 | $714K | Sell |
9,941
-60
| -0.6% | -$4.31K | 0.32% | 54 |
|
|
2024
Q2 | $637K | Buy |
10,001
+167
| +2% | +$10.6K | 0.31% | 53 |
|
|
2024
Q1 | $602K | Hold |
9,834
| – | – | 0.3% | 57 |
|
|
2023
Q4 | $580K | Hold |
9,834
| – | – | 0.31% | 56 |
|
|
2023
Q3 | $550K | Hold |
9,834
| – | – | 0.32% | 57 |
|
|
2023
Q2 | $592K | Buy |
9,834
+43
| +0.4% | +$2.59K | 0.33% | 57 |
|
|
2023
Q1 | $607K | Buy |
9,791
+346
| +4% | +$21.5K | 0.35% | 54 |
|
|
2022
Q4 | $601K | Sell |
9,445
-69
| -0.7% | -$4.39K | 0.37% | 54 |
|
|
2022
Q3 | $533K | Sell |
9,514
-1,400
| -13% | -$78.4K | 0.36% | 52 |
|
|
2022
Q2 | $687K | Buy |
10,914
+3,107
| +40% | +$196K | 0.45% | 46 |
|
|
2022
Q1 | $484K | Buy |
7,807
+81
| +1% | +$5.02K | 0.28% | 59 |
|
|
2021
Q4 | $457K | Hold |
7,726
| – | – | 0.27% | 64 |
|
|
2021
Q3 | $405K | Hold |
7,726
| – | – | 0.26% | 65 |
|
|
2021
Q2 | $418K | Hold |
7,726
| – | – | 0.29% | 61 |
|
|
2021
Q1 | $407K | Hold |
7,726
| – | – | 0.3% | 62 |
|
|
2020
Q4 | $424K | Buy |
+7,726
| New | +$424K | 0.38% | 52 |
|