Johanson Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $330K | Buy |
5,569
+136
| +3% | +$8.06K | 0.1% | 102 |
|
|
2021
Q3 | $285K | Hold |
5,433
| – | – | 0.1% | 99 |
|
|
2021
Q2 | $307K | Buy |
5,433
+647
| +14% | +$36.6K | 0.1% | 97 |
|
|
2021
Q1 | $254K | Buy |
4,786
+48
| +1% | +$2.55K | 0.09% | 97 |
|
|
2020
Q4 | $260K | Buy |
4,738
+46
| +1% | +$2.52K | 0.1% | 96 |
|
|
2020
Q3 | $232K | Buy |
4,692
+209
| +5% | +$10.3K | 0.1% | 94 |
|
|
2020
Q2 | $200K | Buy |
+4,483
| New | +$200K | 0.1% | 94 |
|
|
2020
Q1 | – | Sell |
-176,064
| Closed | -$3.18M | – | 174 |
|
|
2019
Q4 | $3.18M | Buy |
+176,064
| New | +$3.18M | 0.15% | 83 |
|
|
2016
Q2 | – | Sell |
-4,708
| Closed | -$219K | – | 72 |
|
|
2016
Q1 | $219K | Hold |
4,708
| – | – | 0.27% | 62 |
|
|
2015
Q4 | $203K | Buy |
+4,708
| New | +$203K | 0.26% | 62 |
|