Evelyn V. Moreno’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 | $2.07M | Sell |
35,156
-71,068
| -67% | -$4.19M | 0.98% | 36 |
|
|
2023
Q3 | $5.95M | Buy |
106,224
+8,610
| +9% | +$482K | 1.3% | 27 |
|
|
2023
Q2 | $5.88M | Sell |
97,614
-1,948
| -2% | -$117K | 1.26% | 33 |
|
|
2023
Q1 | $6.18M | Sell |
99,562
-2,967
| -3% | -$184K | 1.4% | 27 |
|
|
2022
Q4 | $6.52M | Buy |
102,529
+55,107
| +116% | +$3.51M | 1.51% | 21 |
|
|
2022
Q3 | $2.66M | Sell |
47,422
-73,778
| -61% | -$4.13M | 1.2% | 27 |
|
|
2022
Q2 | $7.63M | Sell |
121,200
-212
| -0.2% | -$13.3K | 1.78% | 14 |
|
|
2022
Q1 | $7.53M | Sell |
121,412
-4,544
| -4% | -$282K | 1.52% | 29 |
|
|
2021
Q4 | $7.46M | Buy |
125,956
+7,681
| +6% | +$455K | 1.49% | 31 |
|
|
2021
Q3 | $6.21M | Sell |
118,275
-3,013
| -2% | -$158K | 1.46% | 34 |
|
|
2021
Q2 | $6.56M | Sell |
121,288
-5,083
| -4% | -$275K | 1.54% | 33 |
|
|
2021
Q1 | $6.66M | Buy |
126,371
+501
| +0.4% | +$26.4K | 1.59% | 33 |
|
|
2020
Q4 | $6.9M | Sell |
125,870
-3,790
| -3% | -$208K | 1.71% | 28 |
|
|
2020
Q3 | $6.4M | Buy |
129,660
+2,840
| +2% | +$140K | 1.73% | 27 |
|
|
2020
Q2 | $5.67M | Sell |
126,820
-620
| -0.5% | -$27.7K | 1.65% | 29 |
|
|
2020
Q1 | $5.64M | Sell |
127,440
-565
| -0.4% | -$25K | 1.91% | 23 |
|
|
2019
Q4 | $7.09M | Sell |
128,005
-2,270
| -2% | -$126K | 1.91% | 26 |
|
|
2019
Q3 | $7.09M | Buy |
130,275
+5,540
| +4% | +$302K | 1.95% | 24 |
|
|
2019
Q2 | $6.35M | Buy |
124,735
+1,045
| +0.8% | +$53.2K | 1.93% | 27 |
|
|
2019
Q1 | $5.8M | Buy |
123,690
+550
| +0.4% | +$25.8K | 1.71% | 31 |
|
|
2018
Q4 | $5.83M | Buy |
123,140
+105,995
| +618% | +$5.02M | 1.93% | 23 |
|
|
2018
Q3 | $792K | Buy |
17,145
+10,445
| +156% | +$482K | 0.22% | 51 |
|
|
2018
Q2 | $294K | Hold |
6,700
| – | – | 0.09% | 63 |
|
|
2018
Q1 | $291K | Hold |
6,700
| – | – | 0.09% | 61 |
|
|
2017
Q4 | $308K | Sell |
6,700
-600
| -8% | -$27.6K | 0.09% | 62 |
|
|
2017
Q3 | $329K | Sell |
7,300
-250
| -3% | -$11.3K | 0.1% | 62 |
|
|
2017
Q2 | $339K | Sell |
7,550
-75
| -1% | -$3.37K | 0.1% | 63 |
|
|
2017
Q1 | $324K | Sell |
7,625
-175
| -2% | -$7.44K | 0.1% | 64 |
|
|
2016
Q4 | $324K | Hold |
7,800
| – | – | 0.12% | 61 |
|
|
2016
Q3 | $330K | Sell |
7,800
-794
| -9% | -$33.6K | 0.12% | 62 |
|
|
2016
Q2 | $389K | Hold |
8,594
| – | – | 0.15% | 58 |
|
|
2016
Q1 | $399K | Hold |
8,594
| – | – | 0.15% | 58 |
|
|
2015
Q4 | $370K | Hold |
8,594
| – | – | 0.15% | 58 |
|
|
2015
Q3 | $345K | Sell |
8,594
-200
| -2% | -$8.03K | 0.15% | 61 |
|
|
2015
Q2 | $345K | Buy |
8,794
+1,794
| +26% | +$70.4K | 0.14% | 63 |
|
|
2015
Q1 | $284K | Hold |
7,000
| – | – | 0.11% | 68 |
|
|
2014
Q4 | $296K | Hold |
7,000
| – | – | 0.11% | 69 |
|
|
2014
Q3 | $298K | Sell |
7,000
-800
| -10% | -$34.1K | 0.11% | 66 |
|
|
2014
Q2 | $331K | Sell |
7,800
-4,406
| -36% | -$187K | 0.12% | 66 |
|
|
2014
Q1 | $472K | Buy |
12,206
+800
| +7% | +$30.9K | 0.19% | 62 |
|
|
2013
Q4 | $472K | Buy |
+11,406
| New | +$472K | 0.19% | 61 |
|