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