Willner & Heller’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 | $221K | Sell |
3,123
-227
| -7% | -$16.1K | 0.19% | 141 |
|
|
2025
Q1 | $240K | Sell |
3,350
-403
| -11% | -$28.9K | 0.22% | 133 |
|
|
2024
Q4 | $234K | Buy |
3,753
+48
| +1% | +$2.99K | 0.2% | 138 |
|
|
2024
Q3 | $266K | Buy |
3,705
+26
| +0.7% | +$1.87K | 0.24% | 129 |
|
|
2024
Q2 | $234K | Sell |
3,679
-197
| -5% | -$12.5K | 0.22% | 131 |
|
|
2024
Q1 | $237K | Hold |
3,876
| – | – | 0.24% | 128 |
|
|
2023
Q4 | $228K | Buy |
+3,876
| New | +$228K | 0.26% | 122 |
|
|
2022
Q4 | $257K | Buy |
4,036
+266
| +7% | +$16.9K | 0.36% | 105 |
|
|
2022
Q3 | $211K | Buy |
3,770
+137
| +4% | +$7.67K | 0.34% | 110 |
|
|
2022
Q2 | $229K | Buy |
3,633
+101
| +3% | +$6.37K | 0.36% | 109 |
|
|
2022
Q1 | $209K | Buy |
+3,532
| New | +$209K | 0.26% | 136 |
|