B&D White Capital Company’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 |
-3,435
| Closed | -$202K | – | 66 |
|
|
2023
Q4 | $202K | Sell |
3,435
-14,600
| -81% | -$860K | 0.06% | 60 |
|
|
2023
Q3 | $1.01M | Buy |
+18,035
| New | +$1.01M | 0.38% | 29 |
|
|
2021
Q2 | – | Sell |
-13,140
| Closed | -$643K | – | 45 |
|
|
2021
Q1 | $643K | Buy |
13,140
+11,840
| +911% | +$579K | 0.34% | 33 |
|
|
2020
Q4 | $71K | Buy |
+1,300
| New | +$71K | 0.04% | 48 |
|