Column Capital Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $122K | Buy |
2,182
+5
| +0.2% | +$280 | 0.02% | 194 |
|
|
2023
Q2 | $131K | Buy |
2,177
+6
| +0.3% | +$361 | 0.02% | 189 |
|
|
2023
Q1 | $135K | Sell |
2,171
-86
| -4% | -$5.34K | 0.02% | 189 |
|
|
2022
Q4 | $144K | Sell |
2,257
-1,408
| -38% | -$89.6K | 0.02% | 161 |
|
|
2022
Q3 | $205K | Sell |
3,665
-25
| -0.7% | -$1.4K | 0.04% | 116 |
|
|
2022
Q2 | $232K | Sell |
3,690
-208
| -5% | -$13.1K | 0.04% | 101 |
|
|
2022
Q1 | $242K | Sell |
3,898
-145
| -4% | -$9K | 0.04% | 118 |
|
|
2021
Q4 | $239K | Buy |
4,043
+96
| +2% | +$5.68K | 0.05% | 116 |
|
|
2021
Q3 | $207K | Buy |
3,947
+441
| +13% | +$23.1K | 0.04% | 118 |
|
|
2021
Q2 | $190K | Buy |
3,506
+172
| +5% | +$9.32K | 0.04% | 125 |
|
|
2021
Q1 | $176K | Sell |
3,334
-130
| -4% | -$6.86K | 0.04% | 126 |
|
|
2020
Q4 | $190K | Sell |
3,464
-121
| -3% | -$6.64K | 0.05% | 111 |
|
|
2020
Q3 | $177K | Sell |
3,585
-474
| -12% | -$23.4K | 0.05% | 102 |
|
|
2020
Q2 | $181K | Buy |
4,059
+76
| +2% | +$3.39K | 0.06% | 98 |
|
|
2020
Q1 | $176K | Sell |
3,983
-30
| -0.7% | -$1.33K | 0.07% | 80 |
|
|
2019
Q4 | $222K | Buy |
+4,013
| New | +$222K | 0.11% | 79 |
|