55I LLC’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.8M Buy
50,057
+32,854
+191% +$1.84M 0.08% 157
2022
Q2
$1.08M Buy
17,203
+6,378
+59% +$401K 0.03% 249
2022
Q1
$672K Buy
10,825
+595
+6% +$36.9K 0.02% 315
2021
Q4
$605K Sell
10,230
-1,730
-14% -$102K 0.02% 312
2021
Q3
$627K Buy
11,960
+6,479
+118% +$340K 0.02% 293
2021
Q2
$297K Buy
+5,481
New +$297K 0.01% 322