Freedman Financial Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,234
| Closed | -$77K | – | 247 |
|
|
2022
Q1 | $77K | Buy |
1,234
+134
| +12% | +$8.36K | 0.05% | 147 |
|
|
2021
Q4 | $65K | Hold |
1,100
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $58K | Hold |
1,100
| – | – | 0.04% | 176 |
|
|
2021
Q2 | $60K | Hold |
1,100
| – | – | 0.05% | 174 |
|
|
2021
Q1 | $58K | Hold |
1,100
| – | – | 0.05% | 174 |
|
|
2020
Q4 | $60K | Buy |
+1,100
| New | +$60K | 0.05% | 157 |
|