Baron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,254
| Closed | -$78.9K | – | 128 |
|
|
2022
Q2 | $78.9K | Hold |
1,254
| – | – | 0.05% | 67 |
|
|
2022
Q1 | $77.7K | Hold |
1,254
| – | – | 0.05% | 74 |
|
|
2021
Q4 | $74.2K | Hold |
1,254
| – | – | 0.04% | 77 |
|
|
2021
Q3 | $65.8K | Hold |
1,254
| – | – | 0.04% | 79 |
|
|
2021
Q2 | $67.9K | Hold |
1,254
| – | – | 0.04% | 79 |
|
|
2021
Q1 | $66.1K | Buy |
1,254
+500
| +66% | +$26.4K | 0.05% | 82 |
|
|
2020
Q4 | $41.3K | Sell |
754
-20
| -3% | -$1.1K | 0.03% | 93 |
|
|
2020
Q3 | $38.2K | Buy |
+774
| New | +$38.2K | 0.04% | 98 |
|