BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $405K | Sell |
6,436
-147
| -2% | -$9.25K | 0.11% | 44 |
|
|
2022
Q1 | $408K | Sell |
6,583
-161
| -2% | -$9.98K | 0.11% | 44 |
|
|
2021
Q4 | $399K | Buy |
+6,744
| New | +$399K | 0.11% | 43 |
|
|
2019
Q1 | – | Sell |
-5,171
| Closed | -$236K | – | 80 |
|
|
2018
Q4 | $236K | Buy |
+5,171
| New | +$236K | 0.1% | 89 |
|