Kathleen S. Wright Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-99
| Closed | -$5.54K | – | 210 |
|
|
2023
Q3 | $5.54K | Hold |
99
| – | – | ﹤0.01% | 165 |
|
|
2023
Q2 | $5.96K | Sell |
99
-11,000
| -99% | -$662K | ﹤0.01% | 146 |
|
|
2023
Q1 | $688K | Hold |
11,099
| – | – | 0.45% | 51 |
|
|
2022
Q4 | $706K | Hold |
11,099
| – | – | 0.48% | 49 |
|
|
2022
Q3 | $622K | Buy |
11,099
+99
| +0.9% | +$5.55K | 0.5% | 48 |
|
|
2022
Q2 | $692K | Hold |
11,000
| – | – | 0.58% | 43 |
|
|
2022
Q1 | $682K | Hold |
11,000
| – | – | 0.5% | 49 |
|
|
2021
Q4 | $651K | Buy |
+11,000
| New | +$651K | 0.48% | 51 |
|