HC Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $24K | Sell |
379
-550
| -59% | -$34.8K | 0.02% | 177 |
|
|
2022
Q1 | $58K | Hold |
929
| – | – | 0.03% | 127 |
|
|
2021
Q4 | $55K | Hold |
929
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $49K | Sell |
929
-2,147
| -70% | -$113K | 0.03% | 132 |
|
|
2021
Q2 | $166K | Hold |
3,076
| – | – | 0.1% | 86 |
|
|
2021
Q1 | $162K | Sell |
3,076
-496
| -14% | -$26.1K | 0.1% | 84 |
|
|
2020
Q4 | $196K | Hold |
3,572
| – | – | 0.13% | 77 |
|
|
2020
Q3 | $176K | Hold |
3,572
| – | – | 0.13% | 73 |
|
|
2020
Q2 | $160K | Hold |
3,572
| – | – | 0.13% | 69 |
|
|
2020
Q1 | $158K | Buy |
+3,572
| New | +$158K | 0.14% | 68 |
|