Abundance Wealth Counselors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,167
| Closed | -$561K | – | 109 |
|
|
2024
Q1 | $561K | Sell |
9,167
-2,436
| -21% | -$149K | 0.13% | 99 |
|
|
2023
Q4 | $684K | Buy |
11,603
+1,387
| +14% | +$81.8K | 0.18% | 90 |
|
|
2023
Q3 | $572K | Buy |
+10,216
| New | +$572K | 0.16% | 89 |
|
|
2023
Q2 | – | Sell |
-11,749
| Closed | -$729K | – | 109 |
|
|
2023
Q1 | $729K | Buy |
11,749
+6,671
| +131% | +$414K | 0.18% | 80 |
|
|
2022
Q4 | $323K | Sell |
5,078
-57
| -1% | -$3.63K | 0.09% | 113 |
|
|
2022
Q3 | $288K | Hold |
5,135
| – | – | 0.08% | 112 |
|
|
2022
Q2 | $323K | Buy |
5,135
+75
| +1% | +$4.72K | 0.09% | 110 |
|
|
2022
Q1 | $314K | Buy |
+5,060
| New | +$314K | 0.09% | 113 |
|
|
2021
Q2 | – | Sell |
-236
| Closed | -$12K | – | 218 |
|
|
2021
Q1 | $12K | Buy |
+236
| New | +$12K | ﹤0.01% | 260 |
|