Avondale Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,000
| Closed | -$372K | – | 128 |
|
|
2022
Q1 | $372K | Hold |
6,000
| – | – | 0.44% | 29 |
|
|
2021
Q4 | $355K | Buy |
6,000
+1,500
| +33% | +$88.8K | 0.36% | 34 |
|
|
2021
Q3 | $236K | Hold |
4,500
| – | – | 0.23% | 43 |
|
|
2021
Q2 | $243K | Buy |
+4,500
| New | +$243K | 0.23% | 42 |
|
|
2020
Q3 | – | Sell |
-176
| Closed | -$8K | – | 100 |
|
|
2020
Q2 | $8K | Hold |
176
| – | – | 0.01% | 89 |
|
|
2020
Q1 | $8K | Hold |
176
| – | – | 0.01% | 93 |
|
|
2019
Q4 | $10K | Hold |
176
| – | – | 0.01% | 90 |
|
|
2019
Q3 | $10K | Hold |
176
| – | – | 0.02% | 90 |
|
|
2019
Q2 | $9K | Hold |
176
| – | – | 0.01% | 98 |
|
|
2019
Q1 | $8K | Sell |
176
-58
| -25% | -$2.64K | 0.01% | 99 |
|
|
2018
Q4 | $11K | Buy |
234
+58
| +33% | +$2.73K | 0.01% | 94 |
|
|
2018
Q3 | $8K | Hold |
176
| – | – | 0.01% | 90 |
|
|
2018
Q2 | $8K | Hold |
176
| – | – | 0.01% | 88 |
|
|
2018
Q1 | $7K | Hold |
176
| – | – | 0.01% | 95 |
|
|
2017
Q4 | $8K | Buy |
+176
| New | +$8K | 0.01% | 107 |
|