Birchcreek Wealth Management’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 |
-4,290
| Closed | -$273K | – | 141 |
|
|
2024
Q2 | $273K | Sell |
4,290
-894
| -17% | -$56.9K | 0.15% | 118 |
|
|
2024
Q1 | $317K | Buy |
5,184
+645
| +14% | +$39.5K | 0.17% | 111 |
|
|
2023
Q4 | $267K | Buy |
4,539
+507
| +13% | +$29.9K | 0.16% | 112 |
|
|
2023
Q3 | $226K | Buy |
4,032
+56
| +1% | +$3.14K | 0.15% | 121 |
|
|
2023
Q2 | $239K | Buy |
3,976
+371
| +10% | +$22.3K | 0.17% | 115 |
|
|
2023
Q1 | $224K | Buy |
+3,605
| New | +$224K | 0.18% | 116 |
|
|
2021
Q1 | – | Sell |
-1,911
| Closed | -$104K | – | 205 |
|
|
2020
Q4 | $104K | Buy |
+1,911
| New | +$104K | 0.1% | 142 |
|