Cravens & Co Advisors’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 | – | Sell |
-3,620
| Closed | -$230K | – | 65 |
|
|
2024
Q2 | $230K | Hold |
3,620
| – | – | 0.17% | 66 |
|
|
2024
Q1 | $221K | Sell |
3,620
-492
| -12% | -$30.1K | 0.18% | 67 |
|
|
2023
Q4 | $242K | Sell |
4,112
-746
| -15% | -$44K | 0.21% | 64 |
|
|
2023
Q3 | $272K | Hold |
4,858
| – | – | 0.26% | 61 |
|
|
2023
Q2 | $293K | Buy |
4,858
+120
| +3% | +$7.23K | 0.27% | 63 |
|
|
2023
Q1 | $294K | Hold |
4,738
| – | – | 0.27% | 63 |
|
|
2022
Q4 | $301K | Buy |
+4,738
| New | +$301K | 0.28% | 66 |
|