Francis Financial’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
-4,456
Closed -$276K 47
2023
Q1
$276K Buy
4,456
+187
+4% +$11.6K 0.19% 38
2022
Q4
$272K Buy
4,269
+92
+2% +$5.85K 0.25% 34
2022
Q3
$234K Buy
+4,177
New +$234K 0.24% 30