Blue Barn Wealth’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 | – | Sell |
-4,544
| Closed | -$268K | – | 144 |
|
|
2023
Q4 | $268K | Sell |
4,544
-2,550
| -36% | -$150K | 0.16% | 92 |
|
|
2023
Q3 | $397K | Sell |
7,094
-108
| -1% | -$6.05K | 0.26% | 65 |
|
|
2023
Q2 | $434K | Sell |
7,202
-350
| -5% | -$21.1K | 0.28% | 62 |
|
|
2023
Q1 | $468K | Sell |
7,552
-838
| -10% | -$52K | 0.29% | 62 |
|
|
2022
Q4 | $534K | Sell |
8,390
-283
| -3% | -$18K | 0.35% | 50 |
|
|
2022
Q3 | $486K | Buy |
8,673
+666
| +8% | +$37.3K | 0.35% | 49 |
|
|
2022
Q2 | $504K | Sell |
8,007
-124
| -2% | -$7.81K | 0.39% | 48 |
|
|
2022
Q1 | $504K | Sell |
8,131
-222
| -3% | -$13.8K | 0.35% | 46 |
|
|
2021
Q4 | $495K | Buy |
8,353
+2,126
| +34% | +$126K | 0.33% | 47 |
|
|
2021
Q3 | $327K | Buy |
+6,227
| New | +$327K | 0.29% | 65 |
|