Lumature Wealth 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 | $2.2M | Sell |
36,606
-147
| -0.4% | -$8.85K | 1.31% | 16 |
|
|
2023
Q1 | $2.28M | Buy |
36,753
+226
| +0.6% | +$14K | 1.28% | 14 |
|
|
2022
Q4 | $2.32M | Sell |
36,527
-621
| -2% | -$39.5K | 1.3% | 13 |
|
|
2022
Q3 | $2.08M | Buy |
37,148
+330
| +0.9% | +$18.5K | 1.11% | 13 |
|
|
2022
Q2 | $2.32M | Buy |
36,818
+18,596
| +102% | +$1.17M | 1.03% | 16 |
|
|
2022
Q1 | $1.13M | Buy |
18,222
+4,032
| +28% | +$250K | 0.45% | 51 |
|
|
2021
Q4 | $840K | Buy |
14,190
+6
| +0% | +$355 | 0.33% | 74 |
|
|
2021
Q3 | $744K | Sell |
14,184
-752
| -5% | -$39.4K | 0.3% | 75 |
|
|
2021
Q2 | $808K | Sell |
14,936
-8
| -0.1% | -$433 | 0.33% | 65 |
|
|
2021
Q1 | $788K | Buy |
14,944
+210
| +1% | +$11.1K | 0.41% | 50 |
|
|
2020
Q4 | $808K | Buy |
+14,734
| New | +$808K | 0.76% | 30 |
|