Hyperion Partners’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 | $416K | Sell |
5,790
-16
| -0.3% | -$1.15K | 0.27% | 38 |
|
|
2024
Q2 | $370K | Buy |
5,806
+153
| +3% | +$9.74K | 0.26% | 38 |
|
|
2024
Q1 | $346K | Sell |
5,653
-13
| -0.2% | -$795 | 0.25% | 42 |
|
|
2023
Q4 | $334K | Sell |
5,666
-305
| -5% | -$18K | 0.26% | 43 |
|
|
2023
Q3 | $334K | Hold |
5,971
| – | – | 0.29% | 42 |
|
|
2023
Q2 | $360K | Hold |
5,971
| – | – | 0.3% | 39 |
|
|
2023
Q1 | $370K | Buy |
5,971
+137
| +2% | +$8.5K | 0.33% | 37 |
|
|
2022
Q4 | $371K | Buy |
+5,834
| New | +$371K | 0.35% | 35 |
|