CIC Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.56M | Sell |
21,643
-260
| -1% | -$18.7K | 0.4% | 55 |
|
|
2024
Q2 | $1.39M | Sell |
21,903
-848
| -4% | -$54K | 0.38% | 57 |
|
|
2024
Q1 | $1.39M | Sell |
22,751
-226
| -1% | -$13.8K | 0.41% | 57 |
|
|
2023
Q4 | $1.35M | Sell |
22,977
-423
| -2% | -$24.9K | 0.43% | 53 |
|
|
2023
Q3 | $1.31M | Sell |
23,400
-1,422
| -6% | -$79.6K | 0.47% | 48 |
|
|
2023
Q2 | $1.49M | Sell |
24,822
-146
| -0.6% | -$8.79K | 0.52% | 47 |
|
|
2023
Q1 | $1.55M | Buy |
24,968
+870
| +4% | +$54K | 0.58% | 43 |
|
|
2022
Q4 | $1.53M | Buy |
+24,098
| New | +$1.53M | 0.63% | 41 |
|