Alpha DNA Investment Management’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 |
-31,614
| Closed | -$1.86M | – | 221 |
|
|
2023
Q4 | $1.86M | Sell |
31,614
-1,437
| -4% | -$84.7K | 0.73% | 23 |
|
|
2023
Q3 | $1.85M | Sell |
33,051
-30,246
| -48% | -$1.69M | 0.76% | 21 |
|
|
2023
Q2 | $3.81M | Buy |
63,297
+30,356
| +92% | +$1.83M | 1.27% | 5 |
|
|
2023
Q1 | $2.04M | Buy |
32,941
+16,267
| +98% | +$1.01M | 0.6% | 15 |
|
|
2022
Q4 | $1.06M | Sell |
16,674
-4,817
| -22% | -$306K | 0.38% | 95 |
|
|
2022
Q3 | $1.2M | Buy |
+21,491
| New | +$1.2M | 1% | 20 |
|
|
2021
Q2 | – | Sell |
-1,135
| Closed | -$59K | – | 378 |
|
|
2021
Q1 | $59K | Buy |
1,135
+484
| +74% | +$25.2K | 0.07% | 149 |
|
|
2020
Q4 | $35K | Buy |
+651
| New | +$35K | 0.04% | 206 |
|