Barber Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $209K | Sell |
3,364
-225
| -6% | -$14K | 0.04% | 136 |
|
|
2022
Q4 | $228K | Buy |
+3,589
| New | +$228K | 0.06% | 118 |
|
|
2022
Q3 | – | Sell |
-3,546
| Closed | -$223K | – | 134 |
|
|
2022
Q2 | $223K | Buy |
3,546
+316
| +10% | +$19.9K | 0.04% | 133 |
|
|
2022
Q1 | $200K | Sell |
3,230
-747
| -19% | -$46.3K | 0.03% | 149 |
|
|
2021
Q4 | $235K | Buy |
+3,977
| New | +$235K | 0.03% | 148 |
|
|
2021
Q3 | – | Sell |
-3,778
| Closed | -$204K | – | 169 |
|
|
2021
Q2 | $204K | Sell |
3,778
-21
| -0.6% | -$1.13K | 0.03% | 147 |
|
|
2021
Q1 | $200K | Buy |
3,799
+27
| +0.7% | +$1.42K | 0.03% | 140 |
|
|
2020
Q4 | $207K | Buy |
+3,772
| New | +$207K | 0.04% | 128 |
|
|
2020
Q1 | – | Sell |
-4,016
| Closed | -$222K | – | 141 |
|
|
2019
Q4 | $222K | Buy |
4,016
+10
| +0.2% | +$553 | 0.05% | 138 |
|
|
2019
Q3 | $218K | Buy |
+4,006
| New | +$218K | 0.05% | 130 |
|
|
2018
Q1 | – | Sell |
-4,705
| Closed | -$216K | – | 138 |
|
|
2017
Q4 | $216K | Buy |
+4,705
| New | +$216K | 0.05% | 112 |
|