Kore Private Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $524K | Buy |
9,354
+3
| +0% | +$168 | 0.09% | 133 |
|
2022
Q2 | $588K | Sell |
9,351
-469
| -5% | -$29.5K | 0.09% | 143 |
|
2022
Q1 | $609K | Buy |
9,820
+373
| +4% | +$23.1K | 0.08% | 155 |
|
2021
Q4 | $559K | Sell |
9,447
-11,288
| -54% | -$668K | 0.07% | 157 |
|
2021
Q3 | $1.09M | Sell |
20,735
-84
| -0.4% | -$4.41K | 0.11% | 144 |
|
2021
Q2 | $1.13M | Buy |
20,819
+9,549
| +85% | +$517K | 0.13% | 127 |
|
2021
Q1 | $594K | Buy |
11,270
+27
| +0.2% | +$1.42K | 0.08% | 170 |
|
2020
Q4 | $617K | Sell |
11,243
-59
| -0.5% | -$3.24K | 0.1% | 141 |
|
2020
Q3 | $558K | Buy |
11,302
+16
| +0.1% | +$790 | 0.11% | 127 |
|
2020
Q2 | $504K | Sell |
11,286
-692
| -6% | -$30.9K | 0.1% | 126 |
|
2020
Q1 | $530K | Buy |
11,978
+1,045
| +10% | +$46.2K | 0.13% | 113 |
|
2019
Q4 | $605K | Hold |
10,933
| – | – | 0.11% | 123 |
|
2019
Q3 | $597K | Sell |
10,933
-2,342
| -18% | -$128K | 0.13% | 116 |
|
2019
Q2 | $676K | Buy |
13,275
+1,064
| +9% | +$54.2K | 0.15% | 110 |
|
2019
Q1 | $576K | Buy |
12,211
+2,655
| +28% | +$125K | 0.13% | 113 |
|
2018
Q4 | $452K | Buy |
+9,556
| New | +$452K | 0.12% | 131 |
|