Financial Synergies Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,385
| Closed | -$84.7K | – | 272 |
|
|
2024
Q1 | $84.7K | Buy |
1,385
+521
| +60% | +$31.9K | 0.01% | 102 |
|
|
2023
Q4 | $55K | Sell |
864
-516
| -37% | -$32.8K | 0.01% | 93 |
|
|
2023
Q3 | $77.3K | Buy |
1,380
+12
| +0.9% | +$672 | 0.01% | 94 |
|
|
2023
Q2 | $82.4K | Sell |
1,368
-161
| -11% | -$9.69K | 0.01% | 91 |
|
|
2023
Q1 | $94.8K | Buy |
1,529
+665
| +77% | +$41.2K | 0.01% | 85 |
|
|
2022
Q4 | $55K | Buy |
864
+824
| +2,060% | +$52.4K | 0.01% | 93 |
|
|
2022
Q3 | $2.24K | Hold |
40
| – | – | ﹤0.01% | 220 |
|
|
2022
Q2 | $2.52K | Buy |
+40
| New | +$2.52K | ﹤0.01% | 218 |
|