Madison 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
Q3 | $225K | Hold |
4,027
| – | – | 0.05% | 143 |
|
|
2023
Q2 | $243K | Hold |
4,027
| – | – | 0.05% | 145 |
|
|
2023
Q1 | $250K | Hold |
4,027
| – | – | 0.05% | 143 |
|
|
2022
Q4 | $256K | Sell |
4,027
-279
| -6% | -$17.7K | 0.06% | 140 |
|
|
2022
Q3 | $241K | Sell |
4,306
-259
| -6% | -$14.5K | 0.06% | 142 |
|
|
2022
Q2 | $287K | Sell |
4,565
-255
| -5% | -$16K | 0.07% | 134 |
|
|
2022
Q1 | $299K | Buy |
4,820
+18
| +0.4% | +$1.12K | 0.06% | 137 |
|
|
2021
Q4 | $284K | Buy |
4,802
+750
| +19% | +$44.4K | 0.06% | 134 |
|
|
2021
Q3 | $213K | Buy |
+4,052
| New | +$213K | 0.05% | 145 |
|
|
2021
Q1 | – | Sell |
-5,458
| Closed | -$299K | – | 142 |
|
|
2020
Q4 | $299K | Sell |
5,458
-50
| -0.9% | -$2.74K | 0.08% | 121 |
|
|
2020
Q3 | $272K | Sell |
5,508
-449
| -8% | -$22.2K | 0.08% | 120 |
|
|
2020
Q2 | $266K | Sell |
5,957
-266
| -4% | -$11.9K | 0.09% | 104 |
|
|
2020
Q1 | $275K | Sell |
6,223
-377
| -6% | -$16.7K | 0.11% | 98 |
|
|
2019
Q4 | $365K | Buy |
+6,600
| New | +$365K | 0.1% | 109 |
|