Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20,000
| Closed | -$1.1M | – | 88 |
|
|
2020
Q4 | $1.1M | Buy |
20,000
+15,000
| +300% | +$823K | 0.67% | 36 |
|
|
2020
Q3 | $247K | Buy |
+5,000
| New | +$247K | 0.17% | 56 |
|
|
2020
Q2 | – | Sell |
-6,806
| Closed | -$310K | – | 78 |
|
|
2020
Q1 | $310K | Hold |
6,806
| – | – | 0.18% | 54 |
|
|
2019
Q4 | $381K | Hold |
6,806
| – | – | 0.18% | 64 |
|
|
2019
Q3 | $371K | Hold |
6,806
| – | – | 0.2% | 60 |
|
|
2019
Q2 | $355K | Hold |
6,806
| – | – | 0.18% | 61 |
|
|
2019
Q1 | $323K | Buy |
+6,806
| New | +$323K | 0.16% | 62 |
|