Johnson Midwest Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $131K | Buy |
2,333
+12
| +0.5% | +$672 | 0.29% | 43 |
|
|
2023
Q2 | $140K | Buy |
2,321
+162
| +8% | +$9.76K | 0.12% | 41 |
|
|
2023
Q1 | $134K | Buy |
2,159
+113
| +6% | +$7.01K | 0.19% | 39 |
|
|
2022
Q4 | $130K | Buy |
2,046
+20
| +1% | +$1.27K | 0.48% | 38 |
|
|
2022
Q3 | $113 | Buy |
2,026
+17
| +0.8% | +$1 | 0.43% | 43 |
|
|
2022
Q2 | $126K | Buy |
2,009
+323
| +19% | +$20.3K | 0.17% | 46 |
|
|
2022
Q1 | $105K | Hold |
1,686
| – | – | 0.15% | 47 |
|
|
2021
Q4 | $100K | Buy |
1,686
+9
| +0.5% | +$534 | 0.08% | 53 |
|
|
2021
Q3 | $88K | Buy |
1,677
+104
| +7% | +$5.46K | 0.07% | 62 |
|
|
2021
Q2 | $85K | Buy |
1,573
+4
| +0.3% | +$216 | 0.08% | 62 |
|
|
2021
Q1 | $83K | Buy |
1,569
+18
| +1% | +$952 | 0.09% | 59 |
|
|
2020
Q4 | $85K | Buy |
+1,551
| New | +$85K | 0.08% | 61 |
|