Ledge Wealth Management’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 | $1.14M | Sell |
19,362
-1,548
| -7% | -$91.2K | 0.44% | 42 |
|
|
2023
Q3 | $1.17M | Buy |
20,910
+1,877
| +10% | +$105K | 0.53% | 42 |
|
|
2023
Q2 | $1.15M | Sell |
19,033
-2,527
| -12% | -$152K | 0.55% | 42 |
|
|
2023
Q1 | $1.34M | Buy |
21,560
+939
| +5% | +$58.2K | 0.63% | 42 |
|
|
2022
Q4 | $1.31M | Buy |
20,621
+3,461
| +20% | +$220K | 0.6% | 45 |
|
|
2022
Q3 | $961K | Sell |
17,160
-2,848
| -14% | -$159K | 0.59% | 43 |
|
|
2022
Q2 | $1.26M | Buy |
20,008
+4,402
| +28% | +$277K | 0.77% | 41 |
|
|
2022
Q1 | $968K | Buy |
+15,606
| New | +$968K | 0.6% | 44 |
|