VFP
Verus Financial Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
3,993
| – | – | 0.03% | 93 |
|
|
2025
Q1 | $287K | Hold |
3,993
| – | – | 0.03% | 82 |
|
|
2024
Q4 | $244K | Hold |
3,993
| – | – | 0.03% | 92 |
|
|
2024
Q3 | $286K | Sell |
3,993
-200
| -5% | -$14.3K | 0.03% | 86 |
|
|
2024
Q2 | $267K | Hold |
4,193
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $257K | Sell |
4,193
-1,244
| -23% | -$76.1K | 0.03% | 88 |
|
|
2023
Q4 | $323K | Buy |
5,437
+1,126
| +26% | +$66.9K | 0.04% | 74 |
|
|
2023
Q3 | $228K | Buy |
4,311
+59
| +1% | +$3.12K | 0.03% | 94 |
|
|
2023
Q2 | $265K | Buy |
4,252
+43
| +1% | +$2.68K | 0.03% | 85 |
|
|
2023
Q1 | $268K | Sell |
4,209
-1,444
| -26% | -$92K | 0.04% | 78 |
|
|
2022
Q4 | $347K | Sell |
5,653
-550
| -9% | -$33.7K | 0.05% | 69 |
|
|
2022
Q3 | $350K | Sell |
6,203
-833
| -12% | -$47K | 0.05% | 66 |
|
|
2022
Q2 | $432K | Buy |
7,036
+195
| +3% | +$12K | 0.06% | 56 |
|
|
2022
Q1 | $442K | Sell |
6,841
-555
| -8% | -$35.9K | 0.06% | 57 |
|
|
2021
Q4 | $438K | Sell |
7,396
-8
| -0.1% | -$474 | 0.06% | 56 |
|
|
2021
Q3 | $399K | Buy |
7,404
+248
| +3% | +$13.4K | 0.06% | 59 |
|
|
2021
Q2 | $400K | Sell |
7,156
-87
| -1% | -$4.86K | 0.06% | 61 |
|
|
2021
Q1 | $386K | Sell |
7,243
-325
| -4% | -$17.3K | 0.06% | 58 |
|
|
2020
Q4 | $415K | Sell |
7,568
-26,201
| -78% | -$1.44M | 0.07% | 50 |
|
|
2020
Q3 | $1.67M | Buy |
33,769
+26,291
| +352% | +$1.3M | 0.61% | 29 |
|
|
2020
Q2 | $334K | Buy |
7,478
+1
| +0% | +$45 | 0.07% | 50 |
|
|
2020
Q1 | $331K | Sell |
7,477
-108
| -1% | -$4.78K | 0.1% | 49 |
|
|
2019
Q4 | $420K | Sell |
7,585
-71
| -0.9% | -$3.93K | 0.13% | 43 |
|
|
2019
Q3 | $417K | Buy |
7,656
+1,573
| +26% | +$85.7K | 0.14% | 37 |
|
|
2019
Q2 | $310K | Buy |
6,083
+75
| +1% | +$3.82K | 0.1% | 43 |
|
|
2019
Q1 | $282K | Buy |
6,008
+863
| +17% | +$40.5K | 0.1% | 40 |
|
|
2018
Q4 | $238K | Hold |
5,145
| – | – | 0.09% | 43 |
|
|
2018
Q3 | $238K | Buy |
+5,145
| New | +$238K | 0.09% | 43 |
|
|
2018
Q2 | – | Sell |
-5,443
| Closed | -$236K | – | 50 |
|
|
2018
Q1 | $236K | Sell |
5,443
-1,509
| -22% | -$65.4K | 0.09% | 46 |
|
|
2017
Q4 | $319K | Sell |
6,952
-362
| -5% | -$16.6K | 0.12% | 36 |
|
|
2017
Q3 | $329K | Buy |
7,314
+1
| +0% | +$45 | 0.13% | 34 |
|
|
2017
Q2 | $328K | Sell |
7,313
-329
| -4% | -$14.8K | 0.13% | 33 |
|
|
2017
Q1 | $324K | Hold |
7,642
| – | – | 0.13% | 36 |
|
|
2016
Q4 | $317K | Sell |
7,642
-122
| -2% | -$5.06K | 0.14% | 33 |
|
|
2016
Q3 | $329K | Buy |
7,764
+5
| +0.1% | +$212 | 0.15% | 31 |
|
|
2016
Q2 | $352K | Buy |
7,759
+41
| +0.5% | +$1.86K | 0.16% | 30 |
|
|
2016
Q1 | $358K | Buy |
7,718
+80
| +1% | +$3.71K | 0.17% | 31 |
|
|
2015
Q4 | $328K | Buy |
7,638
+10
| +0.1% | +$429 | 0.15% | 33 |
|
|
2015
Q3 | $306K | Buy |
7,628
+5
| +0.1% | +$201 | 0.16% | 29 |
|
|
2015
Q2 | $299K | Buy |
7,623
+5
| +0.1% | +$196 | 0.15% | 28 |
|
|
2015
Q1 | $309K | Buy |
7,618
+820
| +12% | +$33.3K | 0.16% | 29 |
|
|
2014
Q4 | $287K | Buy |
6,798
+9
| +0.1% | +$380 | 0.15% | 30 |
|
|
2014
Q3 | $290K | Buy |
6,789
+4
| +0.1% | +$171 | 0.16% | 33 |
|
|
2014
Q2 | $287K | Sell |
6,785
-45
| -0.7% | -$1.9K | 0.16% | 33 |
|
|
2014
Q1 | $264K | Buy |
6,830
+448
| +7% | +$17.3K | 0.15% | 36 |
|
|
2013
Q4 | $264K | Sell |
6,382
-67
| -1% | -$2.77K | 0.14% | 34 |
|
|
2013
Q3 | $244K | Sell |
6,449
-158
| -2% | -$5.98K | 0.13% | 32 |
|
|
2013
Q2 | $265K | Buy |
+6,607
| New | +$265K | 0.15% | 30 |
|