Well Done LLC’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 | $207K | Sell |
2,920
-1,379
| -32% | -$97.6K | 0.04% | 165 |
|
|
2025
Q1 | $268K | Sell |
4,299
-195
| -4% | -$12.1K | 0.05% | 144 |
|
|
2024
Q4 | $323K | Hold |
4,494
| – | – | 0.06% | 132 |
|
|
2024
Q3 | $323K | Sell |
4,494
-379
| -8% | -$27.2K | 0.06% | 133 |
|
|
2024
Q2 | $310K | Buy |
4,873
+400
| +9% | +$25.5K | 0.06% | 139 |
|
|
2024
Q1 | $274K | Buy |
4,473
+689
| +18% | +$42.2K | 0.05% | 156 |
|
|
2023
Q4 | $223K | Buy |
3,784
+31
| +0.8% | +$1.83K | 0.04% | 168 |
|
|
2023
Q3 | $210K | Sell |
3,753
-4
| -0.1% | -$224 | 0.05% | 152 |
|
|
2023
Q2 | $226K | Sell |
3,757
-470
| -11% | -$28.3K | 0.05% | 146 |
|
|
2023
Q1 | $262K | Sell |
4,227
-6
| -0.1% | -$372 | 0.06% | 143 |
|
|
2022
Q4 | $269K | Buy |
4,233
+258
| +6% | +$16.4K | 0.06% | 146 |
|
|
2022
Q3 | $223K | Sell |
3,975
-141
| -3% | -$7.91K | 0.05% | 144 |
|
|
2022
Q2 | $259K | Buy |
4,116
+362
| +10% | +$22.8K | 0.06% | 142 |
|
|
2022
Q1 | $233K | Hold |
3,754
| – | – | 0.05% | 167 |
|
|
2021
Q4 | $222K | Buy |
+3,754
| New | +$222K | 0.05% | 167 |
|
|
2021
Q2 | – | Sell |
-2,274
| Closed | -$120K | – | 175 |
|
|
2021
Q1 | $120K | Buy |
+2,274
| New | +$120K | 0.03% | 166 |
|
|
2019
Q3 | – | Sell |
-3,972
| Closed | -$202K | – | 152 |
|
|
2019
Q2 | $202K | Buy |
+3,972
| New | +$202K | 0.05% | 139 |
|
|
2019
Q1 | – | Sell |
-5,116
| Closed | -$242K | – | 413 |
|
|
2018
Q4 | $242K | Sell |
5,116
-4,211
| -45% | -$199K | 0.07% | 122 |
|
|
2018
Q3 | $431K | Hold |
9,327
| – | – | 0.12% | 91 |
|
|
2018
Q2 | $409K | Hold |
9,327
| – | – | 0.12% | 87 |
|
|
2018
Q1 | $405K | Hold |
9,327
| – | – | 0.13% | 79 |
|
|
2017
Q4 | $428K | Buy |
9,327
+4,265
| +84% | +$196K | 0.14% | 78 |
|
|
2017
Q3 | $228K | Buy |
5,062
+200
| +4% | +$9.01K | 0.07% | 130 |
|
|
2017
Q2 | $218K | Hold |
4,862
| – | – | 0.08% | 98 |
|
|
2017
Q1 | $206K | Hold |
4,862
| – | – | 0.07% | 101 |
|
|
2016
Q4 | $202K | Buy |
+4,862
| New | +$202K | 0.08% | 92 |
|