Leeward Financial Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,388
| Closed | -$1.14M | – | 85 |
|
|
2023
Q1 | $1.14M | Buy |
18,388
+598
| +3% | +$37.1K | 0.7% | 47 |
|
|
2022
Q4 | $1.13M | Sell |
17,790
-12,549
| -41% | -$798K | 0.78% | 44 |
|
|
2022
Q3 | $1.7M | Buy |
30,339
+850
| +3% | +$47.6K | 1.22% | 34 |
|
|
2022
Q2 | $1.86M | Buy |
+29,489
| New | +$1.86M | 1.27% | 33 |
|