Landmark Financial Advisors’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 | $299K | Buy |
5,069
+96
| +2% | +$5.66K | 0.11% | 76 |
|
|
2023
Q3 | $278K | Buy |
4,973
+74
| +2% | +$4.14K | 0.11% | 77 |
|
|
2023
Q2 | $295K | Buy |
4,899
+20
| +0.4% | +$1.2K | 0.12% | 72 |
|
|
2023
Q1 | $303K | Buy |
4,879
+398
| +9% | +$24.7K | 0.13% | 72 |
|
|
2022
Q4 | $285K | Buy |
4,481
+460
| +11% | +$29.3K | 0.13% | 71 |
|
|
2022
Q3 | $225K | Buy |
4,021
+685
| +21% | +$38.3K | 0.12% | 75 |
|
|
2022
Q2 | $210K | Hold |
3,336
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $220K | Buy |
+3,336
| New | +$220K | 0.11% | 79 |
|