Credential Qtrade Securities’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
$1.49M Sell
24,362
-632
-3% -$38.7K 0.08% 109
2023
Q4
$1.47M Sell
24,994
-1,437
-5% -$84.7K 0.09% 103
2023
Q3
$1.48M Sell
26,431
-11
-0% -$616 0.1% 102
2023
Q2
$1.59M Buy
26,442
+2,734
+12% +$165K 0.1% 102
2023
Q1
$1.47M Sell
23,708
-104
-0.4% -$6.45K 0.1% 105
2022
Q4
$1.51M Sell
23,812
-366
-2% -$23.3K 0.11% 101
2022
Q3
$1.35M Buy
24,178
+540
+2% +$30.3K 0.11% 101
2022
Q2
$1.49M Sell
23,638
-459
-2% -$28.9K 0.11% 95
2022
Q1
$1.49M Buy
24,097
+858
+4% +$53.2K 0.09% 102
2021
Q4
$1.38M Buy
23,239
+688
+3% +$40.7K 0.09% 102
2021
Q3
$1.18M Buy
22,551
+1,496
+7% +$78.5K 0.09% 105
2021
Q2
$1.14M Buy
21,055
+2,121
+11% +$115K 0.09% 107
2021
Q1
$998K Buy
18,934
+3,007
+19% +$158K 0.09% 112
2020
Q4
$873K Sell
15,927
-2,248
-12% -$123K 0.09% 113
2020
Q3
$897K Sell
18,175
-458
-2% -$22.6K 0.1% 109
2020
Q2
$833K Buy
18,633
+2,872
+18% +$128K 0.11% 105
2020
Q1
$697K Sell
15,761
-337
-2% -$14.9K 0.11% 98
2019
Q4
$891K Buy
16,098
+83
+0.5% +$4.59K 0.12% 102
2019
Q3
$872K Sell
16,015
-43
-0.3% -$2.34K 0.13% 100
2019
Q2
$818K Sell
16,058
-336
-2% -$17.1K 0.13% 100
2019
Q1
$768K Buy
16,394
+2,301
+16% +$108K 0.14% 96
2018
Q4
$667K Buy
14,093
+3,777
+37% +$179K 0.15% 102
2018
Q3
$476K Buy
+10,316
New +$476K 0.1% 121