MBE 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 | – | Sell |
-3,670
| Closed | -$221K | – | 88 |
|
|
2023
Q2 | $221K | Sell |
3,670
-300
| -8% | -$18.1K | 0.12% | 70 |
|
|
2023
Q1 | $246K | Sell |
3,970
-200
| -5% | -$12.4K | 0.15% | 64 |
|
|
2022
Q4 | $265K | Sell |
4,170
-104
| -2% | -$6.62K | 0.17% | 55 |
|
|
2022
Q3 | $239K | Sell |
4,274
-588
| -12% | -$32.9K | 0.17% | 52 |
|
|
2022
Q2 | $306K | Sell |
4,862
-840
| -15% | -$52.9K | 0.21% | 46 |
|
|
2022
Q1 | $354K | Hold |
5,702
| – | – | 0.21% | 41 |
|
|
2021
Q4 | $338K | Buy |
5,702
+65
| +1% | +$3.85K | 0.17% | 40 |
|
|
2021
Q3 | $296K | Buy |
5,637
+33
| +0.6% | +$1.73K | 0.15% | 42 |
|
|
2021
Q2 | $303K | Sell |
5,604
-636
| -10% | -$34.4K | 0.16% | 39 |
|
|
2021
Q1 | $329K | Buy |
6,240
+2,058
| +49% | +$109K | 0.18% | 44 |
|
|
2020
Q4 | $229K | Sell |
4,182
-548
| -12% | -$30K | 0.15% | 46 |
|
|
2020
Q3 | $211K | Hold |
4,730
| – | – | 0.18% | 45 |
|
|
2020
Q2 | $211K | Sell |
4,730
-267
| -5% | -$11.9K | 0.18% | 45 |
|
|
2020
Q1 | $221K | Buy |
4,997
+379
| +8% | +$16.8K | 0.21% | 32 |
|
|
2019
Q4 | $255K | Buy |
+4,618
| New | +$255K | 0.26% | 30 |
|