VIA
Virtus Investment Advisers’s Coca-Cola Consolidated COKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-849
| Closed | -$719K | – | 346 |
|
|
2024
Q1 | $719K | Sell |
849
-1,540
| -64% | -$1.3M | 0.51% | 53 |
|
|
2023
Q4 | $2.22M | Sell |
2,389
-331
| -12% | -$307K | 1.66% | 5 |
|
|
2023
Q3 | $1.73M | Hold |
2,720
| – | – | 1.18% | 12 |
|
|
2023
Q2 | $1.73M | Hold |
2,720
| – | – | 1.18% | 10 |
|
|
2023
Q1 | $1.46M | Buy |
2,720
+194
| +8% | +$104K | 1.02% | 16 |
|
|
2022
Q4 | $1.29M | Sell |
2,526
-306
| -11% | -$157K | 0.86% | 24 |
|
|
2022
Q3 | $1.17M | Buy |
+2,832
| New | +$1.17M | 0.54% | 26 |
|