FOCUS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-24,682
| Closed | -$1.49M | – | 63 |
|
|
2023
Q2 | $1.49M | Sell |
24,682
-1,627
| -6% | -$98K | 1.01% | 28 |
|
|
2023
Q1 | $1.63M | Buy |
26,309
+2,035
| +8% | +$126K | 1.07% | 25 |
|
|
2022
Q4 | $1.54M | Sell |
24,274
-56
| -0.2% | -$3.56K | 1.07% | 28 |
|
|
2022
Q3 | $1.36M | Sell |
24,330
-28
| -0.1% | -$1.57K | 0.97% | 30 |
|
|
2022
Q2 | $1.53M | Buy |
+24,358
| New | +$1.53M | 1.05% | 24 |
|