Ahrens Investment Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $520K | Buy |
8,381
+4,012
| +92% | +$249K | 0.26% | 71 |
|
|
2022
Q4 | $278K | Sell |
4,369
-296
| -6% | -$18.8K | 0.13% | 130 |
|
|
2022
Q3 | $261K | Buy |
4,665
+550
| +13% | +$30.8K | 0.14% | 122 |
|
|
2022
Q2 | $259K | Buy |
4,115
+54
| +1% | +$3.4K | 0.11% | 138 |
|
|
2022
Q1 | $252K | Hold |
4,061
| – | – | 0.08% | 156 |
|
|
2021
Q4 | $240K | Hold |
4,061
| – | – | 0.11% | 165 |
|
|
2021
Q3 | $213K | Buy |
4,061
+123
| +3% | +$6.45K | 0.1% | 192 |
|
|
2021
Q2 | $213K | Sell |
3,938
-92
| -2% | -$4.98K | 0.1% | 206 |
|
|
2021
Q1 | $212K | Sell |
4,030
-95
| -2% | -$5K | 0.11% | 184 |
|
|
2020
Q4 | $226K | Buy |
4,125
+46
| +1% | +$2.52K | 0.12% | 153 |
|
|
2020
Q3 | $201K | Buy |
+4,079
| New | +$201K | 0.13% | 150 |
|
|
2020
Q1 | – | Sell |
-4,026
| Closed | -$223K | – | 154 |
|
|
2019
Q4 | $223K | Buy |
4,026
+14
| +0.3% | +$775 | 0.09% | 147 |
|
|
2019
Q3 | $218K | Sell |
4,012
-62
| -2% | -$3.37K | 0.1% | 142 |
|
|
2019
Q2 | $207K | Buy |
+4,074
| New | +$207K | 0.09% | 142 |
|
|
2018
Q1 | – | Sell |
-4,743
| Closed | -$218K | – | 171 |
|
|
2017
Q4 | $218K | Buy |
+4,743
| New | +$218K | 0.09% | 143 |
|
|
2017
Q3 | – | Sell |
-5,058
| Closed | -$227K | – | 170 |
|
|
2017
Q2 | $227K | Sell |
5,058
-202
| -4% | -$9.07K | 0.1% | 124 |
|
|
2017
Q1 | $223K | Hold |
5,260
| – | – | 0.11% | 114 |
|
|
2016
Q4 | $218K | Buy |
+5,260
| New | +$218K | 0.11% | 114 |
|