Mason Investment Advisory Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-22,440
| Closed | -$1.18M | – | 103 |
|
|
2021
Q3 | $1.18M | Hold |
22,440
| – | – | 0.12% | 41 |
|
|
2021
Q2 | $1.21M | Sell |
22,440
-3,431
| -13% | -$186K | 0.12% | 39 |
|
|
2021
Q1 | $1.36M | Buy |
25,871
+827
| +3% | +$43.6K | 0.14% | 33 |
|
|
2020
Q4 | $1.37M | Buy |
25,044
+5,099
| +26% | +$280K | 0.16% | 28 |
|
|
2020
Q3 | $985K | Hold |
19,945
| – | – | 0.14% | 35 |
|
|
2020
Q2 | $891K | Buy |
+19,945
| New | +$891K | 0.13% | 39 |
|