BNC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-57,141
| Closed | -$3.44M | – | 102 |
|
|
2023
Q2 | $3.44M | Buy |
57,141
+49,123
| +613% | +$2.96M | 1.83% | 13 |
|
|
2023
Q1 | $497K | Buy |
+8,018
| New | +$497K | 0.28% | 67 |
|
|
2020
Q4 | – | Sell |
-1,614
| Closed | -$80K | – | 302 |
|
|
2020
Q3 | $80K | Buy |
+1,614
| New | +$80K | 0.06% | 134 |
|