ArchPoint Investors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,572
| Closed | -$242K | – | 93 |
|
2021
Q3 | $242K | Buy |
+4,572
| New | +$242K | 0.07% | 89 |
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$80K | – | 79 |
|
2021
Q1 | $80K | Hold |
1,500
| – | – | 0.02% | 93 |
|
2020
Q4 | $82K | Hold |
1,500
| – | – | 0.02% | 90 |
|
2020
Q3 | $75K | Hold |
1,500
| – | – | 0.02% | 87 |
|
2020
Q2 | $68K | Hold |
1,500
| – | – | 0.02% | 93 |
|
2020
Q1 | $67K | Buy |
1,500
+300
| +25% | +$13.4K | 0.03% | 103 |
|
2019
Q4 | $66K | Hold |
1,200
| – | – | 0.02% | 110 |
|
2019
Q3 | $66K | Hold |
1,200
| – | – | 0.02% | 99 |
|
2019
Q2 | $62K | Hold |
1,200
| – | – | 0.02% | 103 |
|
2019
Q1 | $57K | Hold |
1,200
| – | – | 0.02% | 106 |
|
2018
Q4 | $57K | Hold |
1,200
| – | – | 0.02% | 93 |
|
2018
Q3 | $56K | Hold |
1,200
| – | – | 0.02% | 112 |
|
2018
Q2 | $53K | Hold |
1,200
| – | – | 0.02% | 110 |
|
2018
Q1 | $53K | Hold |
1,200
| – | – | 0.02% | 124 |
|
2017
Q4 | $55K | Hold |
1,200
| – | – | 0.02% | 113 |
|
2017
Q3 | $54K | Hold |
1,200
| – | – | 0.02% | 126 |
|
2017
Q2 | $54K | Hold |
1,200
| – | – | 0.02% | 125 |
|
2017
Q1 | $51K | Buy |
+1,200
| New | +$51K | 0.02% | 112 |
|
2016
Q3 | – | Sell |
-1,800
| Closed | -$82K | – | 124 |
|
2016
Q2 | $82K | Hold |
1,800
| – | – | 0.05% | 96 |
|
2016
Q1 | $84K | Hold |
1,800
| – | – | 0.05% | 90 |
|
2015
Q4 | $77K | Buy |
+1,800
| New | +$77K | 0.05% | 89 |
|