Valley Brook Capital Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,806
Closed -$202K 117
2024
Q3
$202K Buy
+2,806
New +$202K 0.14% 114
2021
Q2
Sell
-3,520
Closed -$185K 275
2021
Q1
$185K Buy
3,520
+200
+6% +$10.5K 0.17% 109
2020
Q4
$182K Buy
+3,320
New +$182K 0.18% 108