Great Lakes Retirement’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 | – | Sell |
-22,615
| Closed | -$1.45M | – | 462 |
|
|
2024
Q2 | $1.45M | Buy |
22,615
+3,770
| +20% | +$242K | 0.2% | 101 |
|
|
2024
Q1 | $1.15M | Buy |
18,845
+756
| +4% | +$46.3K | 0.17% | 123 |
|
|
2023
Q4 | $1.07M | Buy |
18,089
+578
| +3% | +$34.1K | 0.18% | 119 |
|
|
2023
Q3 | $988K | Buy |
17,511
+960
| +6% | +$54.2K | 0.18% | 118 |
|
|
2023
Q2 | $1M | Buy |
16,551
+566
| +4% | +$34.3K | 0.18% | 117 |
|
|
2023
Q1 | $992K | Buy |
15,985
+191
| +1% | +$11.8K | 0.19% | 113 |
|
|
2022
Q4 | $1M | Buy |
+15,794
| New | +$1M | 0.26% | 66 |
|
|
2020
Q1 | – | Sell |
-4,310
| Closed | -$238K | – | 164 |
|
|
2019
Q4 | $238K | Buy |
+4,310
| New | +$238K | 0.07% | 166 |
|