Copperwynd Financial’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 | – | Sell |
-20,740
| Closed | -$1.25M | – | 138 |
|
|
2023
Q2 | $1.25M | Sell |
20,740
-2,897
| -12% | -$174K | 0.58% | 38 |
|
|
2023
Q1 | $1.47M | Buy |
23,637
+220
| +0.9% | +$13.6K | 0.75% | 33 |
|
|
2022
Q4 | $1.49M | Buy |
23,417
+117
| +0.5% | +$7.44K | 0.84% | 28 |
|
|
2022
Q3 | $1.31M | Sell |
23,300
-229
| -1% | -$12.8K | 0.75% | 29 |
|
|
2022
Q2 | $1.48M | Buy |
+23,529
| New | +$1.48M | 0.87% | 28 |
|