Gateway Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $450K | Sell |
6,260
-2,043
| -25% | -$147K | 0.07% | 96 |
|
|
2024
Q2 | $529K | Buy |
8,303
+2,730
| +49% | +$174K | 0.09% | 88 |
|
|
2024
Q1 | $341K | Buy |
5,573
+1,479
| +36% | +$90.5K | 0.06% | 103 |
|
|
2023
Q4 | $241K | Sell |
4,094
-71,053
| -95% | -$4.19M | 0.05% | 116 |
|
|
2023
Q3 | $4.21M | Buy |
75,147
+4,176
| +6% | +$234K | 0.86% | 23 |
|
|
2023
Q2 | $4.27M | Buy |
70,971
+1,154
| +2% | +$69.5K | 0.91% | 23 |
|
|
2023
Q1 | $4.33M | Buy |
69,817
+53,585
| +330% | +$3.32M | 0.96% | 20 |
|
|
2022
Q4 | $1.03M | Buy |
+16,232
| New | +$1.03M | 0.27% | 40 |
|
|
2018
Q1 | – | Sell |
-6,885
| Closed | -$316K | – | 87 |
|
|
2017
Q4 | $316K | Buy |
+6,885
| New | +$316K | 0.09% | 73 |
|
|
2017
Q3 | – | Sell |
-6,005
| Closed | -$269K | – | 79 |
|
|
2017
Q2 | $269K | Sell |
6,005
-712
| -11% | -$31.9K | 0.08% | 70 |
|
|
2017
Q1 | $290K | Buy |
+6,717
| New | +$290K | 0.09% | 63 |
|