Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $68K | Buy |
1,303
+33
| +3% | +$1.72K | 0.04% | 75 |
|
|
2021
Q2 | $69K | Hold |
1,270
| – | – | 0.04% | 78 |
|
|
2021
Q1 | $67K | Hold |
1,270
| – | – | 0.04% | 75 |
|
|
2020
Q4 | $70K | Hold |
1,270
| – | – | 0.04% | 65 |
|
|
2020
Q3 | $63K | Hold |
1,270
| – | – | 0.05% | 74 |
|
|
2020
Q2 | $57K | Hold |
1,270
| – | – | 0.05% | 105 |
|
|
2020
Q1 | $56K | Hold |
1,270
| – | – | 0.06% | 65 |
|
|
2019
Q4 | $70K | Buy |
+1,270
| New | +$70K | 0.06% | 63 |
|