Curi Wealth Management’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 | – | Sell |
-4,061
| Closed | -$239K | – | 79 |
|
|
2023
Q4 | $239K | Sell |
4,061
-23
| -0.6% | -$1.36K | 0.03% | 137 |
|
|
2023
Q3 | $229K | Sell |
4,084
-336
| -8% | -$18.8K | 0.04% | 136 |
|
|
2023
Q2 | $266K | Buy |
4,420
+11
| +0.2% | +$662 | 0.04% | 139 |
|
|
2023
Q1 | $273K | Hold |
4,409
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $280K | Buy |
+4,409
| New | +$280K | 0.04% | 153 |
|
|
2022
Q3 | – | Sell |
-1,336
| Closed | -$84K | – | 467 |
|
|
2022
Q2 | $84K | Buy |
1,336
+888
| +198% | +$55.8K | 0.02% | 187 |
|
|
2022
Q1 | $27K | Buy |
448
+22
| +5% | +$1.33K | ﹤0.01% | 257 |
|
|
2021
Q4 | $25K | Buy |
+426
| New | +$25K | ﹤0.01% | 229 |
|
|
2021
Q1 | – | Sell |
-211
| Closed | -$11K | – | 304 |
|
|
2020
Q4 | $11K | Buy |
+211
| New | +$11K | 0.01% | 244 |
|