AJ Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-18,857
| Closed | -$1.15M | – | 37 |
|
|
2024
Q1 | $1.15M | Sell |
18,857
-265
| -1% | -$16.2K | 0.64% | 15 |
|
|
2023
Q4 | $1.13M | Sell |
19,122
-1,220
| -6% | -$71.9K | 0.69% | 15 |
|
|
2023
Q3 | $1.14M | Sell |
20,342
-649
| -3% | -$36.3K | 0.86% | 11 |
|
|
2023
Q2 | $1.26M | Buy |
20,991
+135
| +0.6% | +$8.13K | 0.88% | 14 |
|
|
2023
Q1 | $1.29M | Buy |
20,856
+114
| +0.5% | +$7.07K | 0.95% | 14 |
|
|
2022
Q4 | $1.32M | Buy |
+20,742
| New | +$1.32M | 1.06% | 13 |
|