BHK Investment 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
Q3 | – | Sell |
-3,189
| Closed | -$203K | – | 65 |
|
|
2024
Q2 | $203K | Buy |
+3,189
| New | +$203K | 0.08% | 62 |
|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$295K | – | 60 |
|
|
2023
Q4 | $295K | Sell |
5,000
-6,343
| -56% | -$374K | 0.17% | 44 |
|
|
2023
Q3 | $635K | Buy |
+11,343
| New | +$635K | 0.29% | 31 |
|
|
2019
Q2 | – | Sell |
-4,898
| Closed | -$230K | – | 90 |
|
|
2019
Q1 | $230K | Buy |
+4,898
| New | +$230K | 0.14% | 82 |
|