Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.05M | Buy |
32,234
+406
| +1% | +$25.8K | 1.21% | 23 |
|
|
2022
Q3 | $1.78M | Buy |
31,828
+70
| +0.2% | +$3.92K | 1.34% | 19 |
|
|
2022
Q2 | $2M | Sell |
31,758
-194
| -0.6% | -$12.2K | 1.35% | 19 |
|
|
2022
Q1 | $1.98M | Buy |
31,952
+189
| +0.6% | +$11.7K | 1.21% | 21 |
|
|
2021
Q4 | $1.88M | Buy |
31,763
+156
| +0.5% | +$9.24K | 1.12% | 24 |
|
|
2021
Q3 | $1.66M | Buy |
31,607
+75
| +0.2% | +$3.93K | 1.06% | 25 |
|
|
2021
Q2 | $1.71M | Buy |
31,532
+1,032
| +3% | +$55.8K | 1.09% | 24 |
|
|
2021
Q1 | $1.61M | Sell |
30,500
-1,442
| -5% | -$76K | 1.12% | 25 |
|
|
2020
Q4 | $1.75M | Sell |
31,942
-903
| -3% | -$49.5K | 1.28% | 20 |
|
|
2020
Q3 | $1.62M | Buy |
32,845
+90
| +0.3% | +$4.45K | 1.34% | 21 |
|
|
2020
Q2 | $1.46M | Buy |
32,755
+81
| +0.2% | +$3.62K | 1.35% | 21 |
|
|
2020
Q1 | $1.45M | Buy |
32,674
+750
| +2% | +$33.2K | 1.62% | 18 |
|
|
2019
Q4 | $1.77M | Buy |
31,924
+523
| +2% | +$28.9K | 1.66% | 15 |
|
|
2019
Q3 | $1.71M | Sell |
31,401
-2,741
| -8% | -$149K | 1.71% | 17 |
|
|
2019
Q2 | $1.74M | Buy |
34,142
+11
| +0% | +$560 | 1.75% | 14 |
|
|
2019
Q1 | $1.6M | Sell |
34,131
-1
| -0% | -$47 | 1.42% | 16 |
|
|
2018
Q4 | $1.62M | Sell |
34,132
-96
| -0.3% | -$4.55K | 1.65% | 14 |
|
|
2018
Q3 | $1.58M | Buy |
34,228
+55
| +0.2% | +$2.54K | 1.43% | 15 |
|
|
2018
Q2 | $1.5M | Sell |
34,173
-1,065
| -3% | -$46.7K | 1.46% | 15 |
|
|
2018
Q1 | $1.53M | Sell |
35,238
-3,371
| -9% | -$146K | 1.53% | 14 |
|
|
2017
Q4 | $1.77M | Buy |
+38,609
| New | +$1.77M | 1.68% | 14 |
|