Elmwood 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
Q1 | – | Sell |
-46
| Closed | -$3K | – | 220 |
|
|
2021
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 333 |
|
|
2021
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 295 |
|
|
2021
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 298 |
|
|
2020
Q3 | $9K | Hold |
195
| – | – | 0.01% | 191 |
|
|
2020
Q2 | $9K | Buy |
195
+73
| +60% | +$3.37K | 0.01% | 191 |
|
|
2020
Q1 | $5.3K | Buy |
+122
| New | +$5.3K | 0.01% | 224 |
|
|
2019
Q4 | – | Sell |
-122
| Closed | -$7K | – | 174 |
|
|
2019
Q3 | $7K | Hold |
122
| – | – | 0.01% | 196 |
|
|
2019
Q2 | $6K | Hold |
122
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $6K | Hold |
122
| – | – | 0.01% | 212 |
|
|
2018
Q4 | $6K | Hold |
122
| – | – | 0.01% | 215 |
|
|
2018
Q3 | $5.64K | Hold |
122
| – | – | ﹤0.01% | 224 |
|
|
2018
Q2 | $5.35K | Hold |
122
| – | – | ﹤0.01% | 223 |
|
|
2018
Q1 | $5.3K | Buy |
+122
| New | +$5.3K | 0.01% | 224 |
|