Van Strum & Towne’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 | $230K | Hold |
3,246
| – | – | 0.07% | 106 |
|
|
2025
Q1 | $232K | Hold |
3,246
| – | – | 0.08% | 107 |
|
|
2024
Q4 | $202K | Hold |
3,246
| – | – | 0.07% | 106 |
|
|
2024
Q3 | $233K | Hold |
3,246
| – | – | 0.08% | 99 |
|
|
2024
Q2 | $207K | Buy |
+3,246
| New | +$207K | 0.08% | 101 |
|
|
2021
Q2 | – | Sell |
-4,125
| Closed | -$217K | – | 99 |
|
|
2021
Q1 | $217K | Hold |
4,125
| – | – | 0.11% | 92 |
|
|
2020
Q4 | $226K | Hold |
4,125
| – | – | 0.13% | 85 |
|
|
2020
Q3 | $204K | Buy |
+4,125
| New | +$204K | 0.13% | 82 |
|
|
2020
Q1 | – | Sell |
-4,125
| Closed | -$228K | – | 74 |
|
|
2019
Q4 | $228K | Hold |
4,125
| – | – | 0.14% | 70 |
|
|
2019
Q3 | $225K | Hold |
4,125
| – | – | 0.15% | 68 |
|
|
2019
Q2 | $210K | Buy |
+4,125
| New | +$210K | 0.15% | 69 |
|
|
2018
Q2 | – | Sell |
-5,200
| Closed | -$226K | – | 68 |
|
|
2018
Q1 | $226K | Hold |
5,200
| – | – | 0.16% | 63 |
|
|
2017
Q4 | $239K | Hold |
5,200
| – | – | 0.16% | 67 |
|
|
2017
Q3 | $234K | Hold |
5,200
| – | – | 0.15% | 67 |
|
|
2017
Q2 | $233K | Hold |
5,200
| – | – | 0.15% | 67 |
|
|
2017
Q1 | $221K | Hold |
5,200
| – | – | 0.14% | 67 |
|
|
2016
Q4 | $216K | Hold |
5,200
| – | – | 0.14% | 74 |
|
|
2016
Q3 | $220K | Hold |
5,200
| – | – | 0.14% | 68 |
|
|
2016
Q2 | $236K | Hold |
5,200
| – | – | 0.16% | 65 |
|
|
2016
Q1 | $241K | Hold |
5,200
| – | – | 0.16% | 63 |
|
|
2015
Q4 | $223K | Hold |
5,200
| – | – | 0.14% | 65 |
|
|
2015
Q3 | $209K | Hold |
5,200
| – | – | 0.14% | 65 |
|
|
2015
Q2 | $204K | Hold |
5,200
| – | – | 0.13% | 69 |
|
|
2015
Q1 | $211K | Hold |
5,200
| – | – | 0.13% | 68 |
|
|
2014
Q4 | $220K | Sell |
5,200
-85
| -2% | -$3.6K | 0.14% | 67 |
|
|
2014
Q3 | $225K | Buy |
+5,285
| New | +$225K | 0.15% | 59 |
|