Kowal Investment Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.11M | Sell |
15,424
-1,279
| -8% | -$91.9K | 0.2% | 72 |
|
|
2024
Q2 | $1.06M | Buy |
16,703
+302
| +2% | +$19.2K | 0.21% | 69 |
|
|
2024
Q1 | $1M | Buy |
16,401
+3,501
| +27% | +$214K | 0.22% | 67 |
|
|
2023
Q4 | $760K | Sell |
12,900
-2,085
| -14% | -$123K | 0.18% | 73 |
|
|
2023
Q3 | $839K | Buy |
14,985
+1,505
| +11% | +$84.2K | 0.23% | 61 |
|
|
2023
Q2 | $812K | Buy |
13,480
+44
| +0.3% | +$2.65K | 0.22% | 62 |
|
|
2023
Q1 | $833K | Buy |
13,436
+1,337
| +11% | +$82.9K | 0.24% | 58 |
|
|
2022
Q4 | $770K | Buy |
12,099
+750
| +7% | +$47.7K | 0.23% | 61 |
|
|
2022
Q3 | $636K | Buy |
11,349
+840
| +8% | +$47.1K | 0.22% | 60 |
|
|
2022
Q2 | $661K | Buy |
10,509
+1,981
| +23% | +$125K | 0.22% | 52 |
|
|
2022
Q1 | $529K | Buy |
8,528
+1,527
| +22% | +$94.7K | 0.16% | 54 |
|
|
2021
Q4 | $415K | Buy |
7,001
+300
| +4% | +$17.8K | 0.12% | 64 |
|
|
2021
Q3 | $352K | Buy |
6,701
+1,761
| +36% | +$92.5K | 0.11% | 65 |
|
|
2021
Q2 | $267K | Buy |
+4,940
| New | +$267K | 0.1% | 79 |
|