Ballew Advisors’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 |
-3,446
| Closed | -$207K | – | 103 |
|
|
2023
Q4 | $207K | Buy |
+3,446
| New | +$207K | 0.16% | 92 |
|
|
2023
Q3 | – | Sell |
-3,515
| Closed | -$209K | – | 104 |
|
|
2023
Q2 | $209K | Buy |
3,515
+2
| +0.1% | +$119 | 0.15% | 102 |
|
|
2023
Q1 | $213K | Buy |
+3,513
| New | +$213K | 0.16% | 99 |
|
|
2022
Q3 | – | Sell |
-3,234
| Closed | -$201K | – | 98 |
|
|
2022
Q2 | $201K | Sell |
3,234
-70
| -2% | -$4.35K | 0.18% | 87 |
|
|
2022
Q1 | $214K | Buy |
3,304
+2
| +0.1% | +$130 | 0.16% | 96 |
|
|
2021
Q4 | $203K | Buy |
+3,302
| New | +$203K | 0.14% | 107 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$46K | – | 294 |
|
|
2018
Q3 | $46K | Hold |
1,000
| – | – | 0.04% | 166 |
|
|
2018
Q2 | $44K | Sell |
1,000
-100
| -9% | -$4.4K | 0.05% | 164 |
|
|
2018
Q1 | $48K | Buy |
+1,100
| New | +$48K | 0.04% | 163 |
|