Advisor Partners II’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.6M | Buy |
260,238
+4,385
| +2% | +$245K | 0.58% | 22 |
|
|
2023
Q2 | $15.4M | Buy |
255,853
+8,500
| +3% | +$512K | 0.72% | 21 |
|
|
2023
Q1 | $15.3M | Buy |
247,353
+5,296
| +2% | +$329K | 0.85% | 17 |
|
|
2022
Q4 | $15.4M | Buy |
242,057
+16,763
| +7% | +$1.07M | 0.96% | 15 |
|
|
2022
Q3 | $12.6M | Buy |
+225,294
| New | +$12.6M | 0.95% | 13 |
|