Castle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,003
| Closed | -$217K | – | 122 |
|
|
2024
Q3 | $217K | Buy |
+3,003
| New | +$217K | 0.09% | 117 |
|
|
2023
Q3 | – | Sell |
-4,473
| Closed | -$271K | – | 110 |
|
|
2023
Q2 | $271K | Buy |
4,473
+114
| +3% | +$6.91K | 0.19% | 92 |
|
|
2023
Q1 | $272K | Sell |
4,359
-100
| -2% | -$6.25K | 0.21% | 93 |
|
|
2022
Q4 | $284K | Buy |
4,459
+108
| +2% | +$6.87K | 0.18% | 90 |
|
|
2022
Q3 | $246K | Buy |
4,351
+3
| +0.1% | +$170 | 0.15% | 88 |
|
|
2022
Q2 | $275K | Buy |
+4,348
| New | +$275K | 0.16% | 90 |
|