Benedetti & Gucer’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 | $374K | Sell |
6,118
-2,156
| -26% | -$132K | 0.19% | 92 |
|
2023
Q4 | $488K | Sell |
8,274
-178
| -2% | -$10.5K | 0.26% | 70 |
|
2023
Q3 | $473K | Sell |
8,452
-49
| -0.6% | -$2.74K | 0.26% | 71 |
|
2023
Q2 | $511K | Sell |
8,501
-183
| -2% | -$11K | 0.26% | 65 |
|
2023
Q1 | $539K | Buy |
8,684
+38
| +0.4% | +$2.36K | 0.31% | 59 |
|
2022
Q4 | $550K | Buy |
8,646
+2,344
| +37% | +$149K | 0.4% | 49 |
|
2022
Q3 | $353K | Sell |
6,302
-1,957
| -24% | -$110K | 0.28% | 54 |
|
2022
Q2 | $521K | Buy |
8,259
+558
| +7% | +$35.2K | 0.35% | 46 |
|
2022
Q1 | $477K | Buy |
7,701
+2,001
| +35% | +$124K | 0.32% | 48 |
|
2021
Q4 | $337K | Buy |
5,700
+225
| +4% | +$13.3K | 0.23% | 61 |
|
2021
Q3 | $287K | Sell |
5,475
-347
| -6% | -$18.2K | 0.22% | 68 |
|
2021
Q2 | $315K | Buy |
5,822
+158
| +3% | +$8.55K | 0.28% | 56 |
|
2021
Q1 | $298K | Buy |
+5,664
| New | +$298K | 0.27% | 57 |
|