IMPACTfolio’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 | – | Sell |
-2,785
| Closed | -$200K | – | 56 |
|
|
2024
Q3 | $200K | Buy |
+2,785
| New | +$200K | 0.1% | 53 |
|
|
2024
Q1 | – | Sell |
-3,731
| Closed | -$220K | – | 49 |
|
|
2023
Q4 | $220K | Buy |
+3,731
| New | +$220K | 0.14% | 47 |
|
|
2023
Q3 | – | Sell |
-3,378
| Closed | -$203K | – | 47 |
|
|
2023
Q2 | $203K | Buy |
3,378
+98
| +3% | +$5.9K | 0.16% | 46 |
|
|
2023
Q1 | $203K | Buy |
+3,280
| New | +$203K | 0.17% | 37 |
|