Dougherty Wealth Advisers’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 |
-400
| Closed | -$23.6K | – | 122 |
|
|
2023
Q4 | $23.6K | Hold |
400
| – | – | 0.02% | 107 |
|
|
2023
Q3 | $22.4K | Hold |
400
| – | – | 0.03% | 102 |
|
|
2023
Q2 | $24.1K | Hold |
400
| – | – | 0.03% | 104 |
|
|
2023
Q1 | $24.8K | Hold |
400
| – | – | 0.04% | 106 |
|
|
2022
Q4 | $25.4K | Hold |
400
| – | – | 0.04% | 108 |
|
|
2022
Q3 | $22K | Hold |
400
| – | – | 0.04% | 107 |
|
|
2022
Q2 | $25K | Hold |
400
| – | – | 0.05% | 103 |
|
|
2022
Q1 | $25K | Hold |
400
| – | – | 0.04% | 108 |
|
|
2021
Q4 | $24K | Hold |
400
| – | – | 0.03% | 118 |
|
|
2021
Q3 | $21K | Hold |
400
| – | – | 0.03% | 121 |
|
|
2021
Q2 | $22K | Buy |
+400
| New | +$22K | 0.03% | 118 |
|
|
2019
Q3 | – | Sell |
-19
| Closed | -$1K | – | 202 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 243 |
|
|
2019
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 202 |
|
|
2018
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 217 |
|