Imprint Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.84M | Buy |
30,274
+4,695
| +18% | +$285K | 0.45% | 51 |
|
|
2023
Q4 | $1.51M | Sell |
25,579
-434
| -2% | -$25.6K | 1.21% | 21 |
|
|
2023
Q3 | $1.47M | Sell |
26,013
-5,989
| -19% | -$337K | 1.24% | 20 |
|
|
2023
Q2 | $1.94M | Buy |
32,002
+4,595
| +17% | +$279K | 1.23% | 19 |
|
|
2023
Q1 | $1.72M | Buy |
+27,407
| New | +$1.72M | 1.13% | 20 |
|