Heritage Wealth Management (Arizona)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $48.3K | Buy |
760
+533
| +235% | +$33.9K | 0.01% | 505 |
|
|
2022
Q3 | $13K | Buy |
227
+142
| +167% | +$8.13K | ﹤0.01% | 610 |
|
|
2022
Q2 | $5.35K | Sell |
85
-30
| -26% | -$1.89K | ﹤0.01% | 758 |
|
|
2022
Q1 | $7K | Buy |
+115
| New | +$7K | ﹤0.01% | 759 |
|
|
2021
Q3 | $15K | Sell |
289
-596
| -67% | -$30.9K | 0.01% | 601 |
|
|
2021
Q2 | $48K | Sell |
885
-1,237
| -58% | -$67.1K | 0.02% | 456 |
|
|
2021
Q1 | $112K | Buy |
+2,122
| New | +$112K | 0.06% | 234 |
|