AFS Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,148
| Closed | -$421K | – | 35 |
|
|
2023
Q4 | $421K | Sell |
7,148
-9,596
| -57% | -$565K | 0.4% | 37 |
|
|
2023
Q3 | $937K | Buy |
16,744
+302
| +2% | +$16.9K | 0.64% | 38 |
|
|
2023
Q2 | $990K | Buy |
16,442
+135
| +0.8% | +$8.13K | 0.64% | 38 |
|
|
2023
Q1 | $1.01M | Buy |
16,307
+69
| +0.4% | +$4.28K | 0.67% | 40 |
|
|
2022
Q4 | $1.03M | Buy |
+16,238
| New | +$1.03M | 0.74% | 38 |
|