Drake & Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,564
| Closed | -$256K | – | 77 |
|
|
2023
Q3 | $256K | Sell |
4,564
-61
| -1% | -$3.42K | 0.12% | 62 |
|
|
2023
Q2 | $279K | Sell |
4,625
-29
| -0.6% | -$1.75K | 0.12% | 61 |
|
|
2023
Q1 | $289K | Buy |
4,654
+3
| +0.1% | +$186 | 0.14% | 57 |
|
|
2022
Q4 | $296K | Buy |
4,651
+117
| +3% | +$7.44K | 0.16% | 54 |
|
|
2022
Q3 | $254K | Sell |
4,534
-193
| -4% | -$10.8K | 0.14% | 50 |
|
|
2022
Q2 | $297K | Buy |
+4,727
| New | +$297K | 0.17% | 37 |
|