DGS Capital 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
Q4 | $287K | Sell |
4,617
-239
| -5% | -$14.9K | 0.07% | 225 |
|
|
2024
Q3 | $349K | Buy |
4,856
+561
| +13% | +$40.3K | 0.09% | 198 |
|
|
2024
Q2 | $273K | Buy |
4,295
+22
| +0.5% | +$1.4K | 0.08% | 218 |
|
|
2024
Q1 | $261K | Hold |
4,273
| – | – | 0.07% | 225 |
|
|
2023
Q4 | $252K | Buy |
4,273
+31
| +0.7% | +$1.83K | 0.1% | 190 |
|
|
2023
Q3 | $237K | Buy |
4,242
+67
| +2% | +$3.75K | 0.12% | 187 |
|
|
2023
Q2 | $251K | Sell |
4,175
-37
| -0.9% | -$2.23K | 0.13% | 182 |
|
|
2023
Q1 | $261K | Hold |
4,212
| – | – | 0.15% | 156 |
|
|
2022
Q4 | $268K | Hold |
4,212
| – | – | 0.18% | 157 |
|
|
2022
Q3 | $236K | Sell |
4,212
-12
| -0.3% | -$672 | 0.16% | 152 |
|
|
2022
Q2 | $266K | Sell |
4,224
-132
| -3% | -$8.31K | 0.21% | 126 |
|
|
2022
Q1 | $270K | Buy |
4,356
+106
| +2% | +$6.57K | 0.17% | 135 |
|
|
2021
Q4 | $252K | Buy |
+4,250
| New | +$252K | 0.16% | 121 |
|