Gray Wealth 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 | $662K | Buy |
10,638
+49
| +0.5% | +$3.05K | 0.25% | 59 |
|
|
2024
Q3 | $761K | Buy |
10,589
+24
| +0.2% | +$1.73K | 0.3% | 55 |
|
|
2024
Q2 | $672K | Buy |
10,565
+4
| +0% | +$255 | 0.29% | 55 |
|
|
2024
Q1 | $646K | Sell |
10,561
-430
| -4% | -$26.3K | 0.29% | 58 |
|
|
2023
Q4 | $648K | Sell |
10,991
-1,133
| -9% | -$66.8K | 0.32% | 55 |
|
|
2023
Q3 | $679K | Sell |
12,124
-133
| -1% | -$7.45K | 0.35% | 56 |
|
|
2023
Q2 | $738K | Buy |
12,257
+659
| +6% | +$39.7K | 0.37% | 57 |
|
|
2023
Q1 | $719K | Sell |
11,598
-166
| -1% | -$10.3K | 0.39% | 55 |
|
|
2022
Q4 | $748K | Buy |
11,764
+734
| +7% | +$46.7K | 0.43% | 45 |
|
|
2022
Q3 | $618K | Buy |
11,030
+878
| +9% | +$49.2K | 0.39% | 50 |
|
|
2022
Q2 | $639K | Buy |
10,152
+778
| +8% | +$49K | 0.39% | 51 |
|
|
2022
Q1 | $581K | Buy |
9,374
+263
| +3% | +$16.3K | 0.3% | 61 |
|
|
2021
Q4 | $539K | Buy |
9,111
+931
| +11% | +$55.1K | 0.27% | 64 |
|
|
2021
Q3 | $429K | Buy |
8,180
+61
| +0.8% | +$3.2K | 0.24% | 68 |
|
|
2021
Q2 | $439K | Buy |
8,119
+149
| +2% | +$8.06K | 0.25% | 68 |
|
|
2021
Q1 | $420K | Buy |
7,970
+183
| +2% | +$9.64K | 0.27% | 67 |
|
|
2020
Q4 | $433K | Buy |
7,787
+257
| +3% | +$14.3K | 0.3% | 56 |
|
|
2020
Q3 | $369K | Buy |
7,530
+700
| +10% | +$34.3K | 0.29% | 64 |
|
|
2020
Q2 | $304K | Buy |
6,830
+662
| +11% | +$29.5K | 0.26% | 69 |
|
|
2020
Q1 | $273K | Buy |
+6,168
| New | +$273K | 0.3% | 64 |
|