Annapolis Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $45.6K | Buy |
635
+13
| +2% | +$934 | 0.01% | 164 |
|
|
2024
Q2 | $39.6K | Hold |
622
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $38.1K | Sell |
622
-457
| -42% | -$28K | 0.01% | 167 |
|
|
2023
Q4 | $63.6K | Buy |
1,079
+213
| +25% | +$12.6K | 0.02% | 180 |
|
|
2023
Q3 | $48.5K | Buy |
866
+154
| +22% | +$8.62K | 0.01% | 191 |
|
|
2023
Q2 | $42.9K | Hold |
712
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $44.2K | Buy |
712
+18
| +3% | +$1.12K | 0.01% | 176 |
|
|
2022
Q4 | $44.1K | Sell |
694
-55
| -7% | -$3.5K | 0.01% | 177 |
|
|
2022
Q3 | $42K | Hold |
749
| – | – | 0.02% | 182 |
|
|
2022
Q2 | $47K | Hold |
749
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $46K | Buy |
749
+36
| +5% | +$2.21K | 0.02% | 188 |
|
|
2021
Q4 | $42K | Hold |
713
| – | – | 0.01% | 200 |
|
|
2021
Q3 | $37K | Hold |
713
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $39K | Hold |
713
| – | – | 0.01% | 178 |
|
|
2021
Q1 | $38K | Hold |
713
| – | – | 0.01% | 171 |
|
|
2020
Q4 | $39K | Buy |
+713
| New | +$39K | 0.02% | 160 |
|