Fulcrum Equity Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,745
Closed -$269K 136
2024
Q3
$269K Buy
3,745
+6
+0.2% +$431 0.23% 116
2024
Q2
$238K Buy
+3,739
New +$238K 0.21% 121
2019
Q4
Sell
-976
Closed -$53K 165
2019
Q3
$53K Buy
+976
New +$53K 0.03% 101