BAM
Baldrige Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $10K | Hold |
167
| – | – | ﹤0.01% | 259 |
|
|
2022
Q4 | $11K | Hold |
167
| – | – | ﹤0.01% | 244 |
|
|
2022
Q3 | $9K | Sell |
167
-10
| -6% | -$539 | ﹤0.01% | 250 |
|
|
2022
Q2 | $11K | Hold |
177
| – | – | 0.01% | 248 |
|
|
2022
Q1 | $11K | Hold |
177
| – | – | ﹤0.01% | 257 |
|
|
2021
Q4 | $10K | Buy |
177
+10
| +6% | +$565 | ﹤0.01% | 269 |
|
|
2021
Q3 | $9K | Sell |
167
-66
| -28% | -$3.56K | ﹤0.01% | 284 |
|
|
2021
Q2 | $13K | Buy |
+233
| New | +$13K | 0.01% | 271 |
|