Cahill Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,119
| Closed | -$59K | – | 515 |
|
|
2021
Q3 | $59K | Buy |
+1,119
| New | +$59K | 0.01% | 321 |
|
|
2014
Q4 | – | Sell |
-6,183
| Closed | -$264K | – | 108 |
|
|
2014
Q3 | $264K | Sell |
6,183
-2,528
| -29% | -$108K | 0.21% | 93 |
|
|
2014
Q2 | $369K | Sell |
8,711
-241
| -3% | -$10.2K | 0.29% | 77 |
|
|
2014
Q1 | $347K | Sell |
8,952
-7,050
| -44% | -$273K | 0.3% | 73 |
|
|
2013
Q4 | $662K | Buy |
+16,002
| New | +$662K | 0.57% | 45 |
|