Fortune 45 LLC’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 | – | Sell |
-5,686
| Closed | -$318K | – | 26 |
|
2023
Q3 | $318K | Buy |
5,686
+3
| +0.1% | +$168 | 0.32% | 24 |
|
2023
Q2 | $343K | Buy |
5,683
+710
| +14% | +$42.9K | 0.35% | 25 |
|
2023
Q1 | $308K | Sell |
4,973
-7
| -0.1% | -$434 | 0.31% | 29 |
|
2022
Q4 | $317K | Buy |
4,980
+68
| +1% | +$4.33K | 0.35% | 31 |
|
2022
Q3 | $275K | Buy |
+4,912
| New | +$275K | 0.32% | 32 |
|