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 |
|