Goldstein Advisors’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 |
-2,985
| Closed | -$215K | – | 205 |
|
|
2024
Q3 | $215K | Buy |
+2,985
| New | +$215K | 0.03% | 168 |
|
|
2023
Q4 | – | Sell |
-3,695
| Closed | -$207K | – | 179 |
|
|
2023
Q3 | $207K | Buy |
3,695
+89
| +2% | +$4.98K | 0.04% | 138 |
|
|
2023
Q2 | $217K | Sell |
3,606
-6
| -0.2% | -$361 | 0.05% | 136 |
|
|
2023
Q1 | $224K | Buy |
3,612
+8
| +0.2% | +$496 | 0.05% | 127 |
|
|
2022
Q4 | $229K | Buy |
+3,604
| New | +$229K | 0.06% | 120 |
|