InceptionR’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 |
-6,208
| Closed | -$446K | – | 751 |
|
|
2024
Q3 | $446K | Buy |
+6,208
| New | +$446K | 0.11% | 350 |
|
|
2024
Q2 | – | Sell |
-19,856
| Closed | -$1.21M | – | 732 |
|
|
2024
Q1 | $1.21M | Buy |
19,856
+8,110
| +69% | +$496K | 0.31% | 94 |
|
|
2023
Q4 | $692K | Buy |
11,746
+4,397
| +60% | +$259K | 0.49% | 35 |
|
|
2023
Q3 | $411K | Sell |
7,349
-7,402
| -50% | -$414K | 0.23% | 189 |
|
|
2023
Q2 | $888K | Buy |
14,751
+5,063
| +52% | +$305K | 0.47% | 39 |
|
|
2023
Q1 | $601K | Buy |
+9,688
| New | +$601K | 0.19% | 202 |
|