Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.85M | Buy |
50,833
+50
| +0.1% | +$2.8K | 0.24% | 74 |
|
|
2022
Q2 | $3.2M | Sell |
50,783
-853
| -2% | -$53.7K | 0.26% | 77 |
|
|
2022
Q1 | $3.2M | Buy |
51,636
+1,383
| +3% | +$85.7K | 0.23% | 78 |
|
|
2021
Q4 | $2.98M | Buy |
50,253
+260
| +0.5% | +$15.4K | 0.21% | 77 |
|
|
2021
Q3 | $2.62M | Buy |
49,993
+3,034
| +6% | +$159K | 0.21% | 76 |
|
|
2021
Q2 | $2.54M | Buy |
46,959
+601
| +1% | +$32.5K | 0.21% | 79 |
|
|
2021
Q1 | $2.44M | Sell |
46,358
-657
| -1% | -$34.6K | 0.23% | 75 |
|
|
2020
Q4 | $2.58M | Buy |
47,015
+773
| +2% | +$42.4K | 0.26% | 69 |
|
|
2020
Q3 | $2.28M | Sell |
46,242
-200,855
| -81% | -$9.92M | 0.27% | 67 |
|
|
2020
Q2 | $11M | Buy |
247,097
+2,456
| +1% | +$110K | 1.45% | 31 |
|
|
2020
Q1 | $10.8M | Buy |
244,641
+1,872
| +0.8% | +$82.8K | 1.72% | 25 |
|
|
2019
Q4 | $13.4M | Buy |
242,769
+4,747
| +2% | +$263K | 1.68% | 24 |
|
|
2019
Q3 | $13M | Sell |
238,022
-670
| -0.3% | -$36.5K | 1.79% | 20 |
|
|
2019
Q2 | $12.2M | Sell |
238,692
-2,995
| -1% | -$153K | 1.68% | 24 |
|
|
2019
Q1 | $11.6M | Buy |
241,687
+5,012
| +2% | +$242K | 1.69% | 25 |
|
|
2018
Q4 | $11.2M | Buy |
236,675
+3,539
| +2% | +$168K | 1.89% | 17 |
|
|
2018
Q3 | $10.8M | Sell |
233,136
-992
| -0.4% | -$45.8K | 1.67% | 24 |
|
|
2018
Q2 | $10.3M | Buy |
234,128
+12,952
| +6% | +$568K | 1.7% | 24 |
|
|
2018
Q1 | $9.61M | Buy |
221,176
+5,104
| +2% | +$222K | 1.62% | 26 |
|
|
2017
Q4 | $9.91M | Buy |
216,072
+7,341
| +4% | +$337K | 1.67% | 25 |
|
|
2017
Q3 | $9.4M | Buy |
208,731
+8,442
| +4% | +$380K | 1.64% | 24 |
|
|
2017
Q2 | $8.98M | Buy |
200,289
+24,873
| +14% | +$1.12M | 1.66% | 24 |
|
|
2017
Q1 | $7.45M | Buy |
+175,416
| New | +$7.45M | 1.52% | 24 |
|