Carroll Investors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,845
| Closed | -$271K | – | 28 |
|
|
2023
Q3 | $271K | Buy |
+4,845
| New | +$271K | 0.24% | 21 |
|
|
2022
Q4 | – | Sell |
-7,310
| Closed | -$409K | – | 45 |
|
|
2022
Q3 | $409K | Hold |
7,310
| – | – | 0.33% | 30 |
|
|
2022
Q2 | $459K | Hold |
7,310
| – | – | 0.42% | 19 |
|
|
2022
Q1 | $450K | Hold |
7,310
| – | – | 0.29% | 20 |
|
|
2021
Q4 | $430K | Buy |
+7,310
| New | +$430K | 0.24% | 25 |
|