Fairview Capital Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,234
| Closed | -$201K | – | 142 |
|
|
2023
Q1 | $201K | Hold |
3,234
| – | – | 0.01% | 140 |
|
|
2022
Q4 | $206K | Buy |
+3,234
| New | +$206K | 0.01% | 136 |
|
|
2014
Q1 | – | Sell |
-6,010
| Closed | -$248K | – | 70 |
|
|
2013
Q4 | $248K | Hold |
6,010
| – | – | 0.02% | 67 |
|
|
2013
Q3 | $228K | Hold |
6,010
| – | – | 0.02% | 65 |
|
|
2013
Q2 | $241K | Buy |
+6,010
| New | +$241K | 0.02% | 64 |
|