Janiczek Wealth Management’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$443K	Buy	6,936 +915	+15%	+$58.4K	0.09%	91
2024 Q1	$370K	Buy	6,021 +12	+0.2%	+$737	0.08%	109
2023 Q4	$354K	Sell	6,009 -634	-10%	-$37.4K	0.09%	94
2023 Q3	$373K	Buy	6,643 +1,830	+38%	+$103K	0.1%	82
2023 Q2	$291K	Sell	4,813 -2,223	-32%	-$135K	0.08%	92
2023 Q1	$444K	Buy	7,036 +2,402	+52%	+$151K	0.13%	61
2022 Q4	$284K	Sell	4,634 -10	-0.2%	-$612	0.08%	87
2022 Q3	$253K	Buy	4,644 +160	+4%	+$8.72K	0.08%	82
2022 Q2	$288K	Buy	4,484 +547	+14%	+$35.1K	0.09%	74
2022 Q1	$244K	Sell	3,937 -196	-5%	-$12.1K	0.07%	90
2021 Q4	$245K	Buy	4,133 +75	+2%	+$4.45K	0.07%	89
2021 Q3	$213K	Buy	4,058 +38	+0.9%	+$2K	0.08%	89
2021 Q2	$218K	Hold	4,020	–	–	0.08%	76
2021 Q1	$212K	Sell	4,020 -212	-5%	-$11.2K	0.08%	66
2020 Q4	$232K	Buy	4,232 +851	+25%	+$46.7K	0.11%	51
2020 Q3	$167K	Buy	3,381 +1,734	+105%	+$85.6K	0.09%	51
2020 Q2	$74K	Buy	1,647 +418	+34%	+$18.8K	0.04%	65
2020 Q1	$54K	Hold	1,229	–	–	0.03%	61
2019 Q4	$68K	Sell	1,229 -1,213	-50%	-$67.1K	0.03%	58
2019 Q3	$133K	Buy	2,442 +500	+26%	+$27.2K	0.06%	45
2019 Q2	$99K	Hold	1,942	–	–	0.05%	55
2019 Q1	$91K	Hold	1,942	–	–	0.04%	62
2018 Q4	$92K	Hold	1,942	–	–	0.05%	62
2018 Q3	$90K	Sell	1,942 -25	-1%	-$1.16K	0.05%	53
2018 Q2	$86K	Buy	+1,967	New	+$86K	0.05%	55
2017 Q1	–	Sell	-2,124	Closed	-$88K	–	42
2016 Q4	$88K	Buy	+2,124	New	+$88K	0.04%	38