Act Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,540
| Closed | -$254K | – | 49 |
|
|
2024
Q3 | $254K | Buy |
3,540
+30
| +0.9% | +$2.16K | 0.11% | 36 |
|
|
2024
Q2 | $223K | Buy |
3,510
+110
| +3% | +$7K | 0.11% | 39 |
|
|
2024
Q1 | $208K | Sell |
3,400
-34
| -1% | -$2.08K | 0.1% | 41 |
|
|
2023
Q4 | $202K | Buy |
+3,434
| New | +$202K | 0.11% | 40 |
|
|
2023
Q3 | – | Sell |
-3,400
| Closed | -$205K | – | 41 |
|
|
2023
Q2 | $205K | Sell |
3,400
-81
| -2% | -$4.88K | 0.12% | 40 |
|
|
2023
Q1 | $216K | Buy |
3,481
+72
| +2% | +$4.47K | 0.13% | 39 |
|
|
2022
Q4 | $217K | Buy |
+3,409
| New | +$217K | 0.14% | 37 |
|
|
2022
Q3 | – | Sell |
-3,230
| Closed | -$203K | – | 40 |
|
|
2022
Q2 | $203K | Sell |
3,230
-110
| -3% | -$6.91K | 0.13% | 35 |
|
|
2022
Q1 | $207K | Buy |
+3,340
| New | +$207K | 0.12% | 39 |
|