AE Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,430
| Closed | -$289K | – | 1307 |
|
|
2023
Q4 | $289K | Sell |
3,430
-1,590
| -32% | -$134K | ﹤0.01% | 1719 |
|
|
2023
Q3 | $320K | Sell |
5,020
-170
| -3% | -$10.8K | ﹤0.01% | 1585 |
|
|
2023
Q2 | $330K | Sell |
5,190
-60
| -1% | -$3.82K | ﹤0.01% | 1569 |
|
|
2023
Q1 | $281K | Buy |
5,250
+310
| +6% | +$16.6K | ﹤0.01% | 1584 |
|
|
2022
Q4 | $253K | Buy |
+4,940
| New | +$253K | ﹤0.01% | 1570 |
|
|
2022
Q3 | – | Sell |
-3,710
| Closed | -$209K | – | 1764 |
|
|
2022
Q2 | $209K | Buy |
+3,710
| New | +$209K | ﹤0.01% | 1575 |
|