MBM Wealth Consultants’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 |
-730
| Closed | -$34K | – | 202 |
|
|
2023
Q1 | $34K | Hold |
730
| – | – | 0.01% | 169 |
|
|
2022
Q4 | $46K | Hold |
730
| – | – | 0.02% | 165 |
|
|
2022
Q3 | $41K | Buy |
730
+547
| +299% | +$30.7K | 0.02% | 158 |
|
|
2022
Q2 | $12K | Sell |
183
-548
| -75% | -$35.9K | 0.01% | 216 |
|
|
2022
Q1 | $45K | Hold |
731
| – | – | 0.02% | 187 |
|
|
2021
Q4 | $43K | Hold |
731
| – | – | 0.02% | 178 |
|
|
2021
Q3 | $38K | Hold |
731
| – | – | 0.02% | 161 |
|
|
2021
Q2 | $40K | Hold |
731
| – | – | 0.02% | 150 |
|
|
2021
Q1 | $39K | Hold |
731
| – | – | 0.02% | 149 |
|
|
2020
Q4 | $40K | Buy |
731
+183
| +33% | +$10K | 0.02% | 144 |
|
|
2020
Q3 | $27K | Hold |
548
| – | – | 0.02% | 154 |
|
|
2020
Q2 | $24K | Sell |
548
-61
| -10% | -$2.67K | 0.02% | 150 |
|
|
2020
Q1 | $27K | Hold |
609
| – | – | 0.02% | 132 |
|
|
2019
Q4 | $34K | Sell |
609
-121
| -17% | -$6.76K | 0.03% | 134 |
|
|
2019
Q3 | $40K | Hold |
730
| – | – | 0.03% | 127 |
|
|
2019
Q2 | $37K | Hold |
730
| – | – | 0.03% | 130 |
|
|
2019
Q1 | $34K | Hold |
730
| – | – | 0.03% | 135 |
|
|
2018
Q4 | $35K | Buy |
+730
| New | +$35K | 0.03% | 142 |
|