Connectus 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
Q1 | $2.92M | Buy |
47,665
+727
| +2% | +$44.5K | 0.08% | 157 |
|
|
2023
Q4 | $2.77M | Buy |
46,938
+488
| +1% | +$28.8K | 0.06% | 216 |
|
|
2023
Q3 | $2.6M | Sell |
46,450
-7,953
| -15% | -$445K | 0.06% | 223 |
|
|
2023
Q2 | $3.28M | Sell |
54,403
-1,201
| -2% | -$72.3K | 0.08% | 175 |
|
|
2023
Q1 | $3.45M | Sell |
55,604
-2,246
| -4% | -$139K | 0.08% | 176 |
|
|
2022
Q4 | $3.68M | Sell |
57,850
-40,728
| -41% | -$2.59M | 0.09% | 157 |
|
|
2022
Q3 | $5.52M | Buy |
98,578
+1,958
| +2% | +$110K | 0.12% | 174 |
|
|
2022
Q2 | $6.08M | Buy |
96,620
+53,322
| +123% | +$3.35M | 0.14% | 134 |
|
|
2022
Q1 | $2.56M | Sell |
43,298
-7,330
| -14% | -$434K | 0.08% | 144 |
|
|
2021
Q4 | $3M | Buy |
+50,628
| New | +$3M | 0.12% | 105 |
|