Union Savings Bank’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 | $482K | Sell |
7,104
-80
| -1% | -$5.43K | 0.22% | 76 |
|
|
2025
Q1 | $514K | Sell |
7,184
-4
| -0.1% | -$286 | 0.25% | 73 |
|
|
2024
Q4 | $448K | Sell |
7,188
-60
| -0.8% | -$3.74K | 0.22% | 82 |
|
|
2024
Q3 | $521K | Buy |
7,248
+1,000
| +16% | +$71.9K | 0.26% | 72 |
|
|
2024
Q2 | $398K | Buy |
6,248
+73
| +1% | +$4.65K | 0.21% | 94 |
|
|
2024
Q1 | $378K | Hold |
6,175
| – | – | 0.2% | 96 |
|
|
2023
Q4 | $364K | Sell |
6,175
-60
| -1% | -$3.54K | 0.21% | 95 |
|
|
2023
Q3 | $349K | Hold |
6,235
| – | – | 0.22% | 97 |
|
|
2023
Q2 | $386K | Buy |
+6,235
| New | +$386K | 0.23% | 92 |
|