Mid Atlantic Financial Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.25M | Buy |
23,805
+54
| +0.2% | +$2.83K | 0.08% | 204 |
|
|
2021
Q2 | $1.29M | Buy |
23,751
+553
| +2% | +$29.9K | 0.09% | 195 |
|
|
2021
Q1 | $1.22M | Buy |
23,198
+776
| +3% | +$40.9K | 0.09% | 193 |
|
|
2020
Q4 | $1.23M | Buy |
22,422
+608
| +3% | +$33.4K | 0.09% | 187 |
|
|
2020
Q3 | $1.15M | Sell |
21,814
-2,336
| -10% | -$123K | 0.1% | 191 |
|
|
2020
Q2 | $1.08M | Buy |
24,150
+132
| +0.5% | +$5.9K | 0.1% | 174 |
|
|
2020
Q1 | $1.06M | Buy |
24,018
+1,369
| +6% | +$60.6K | 0.12% | 150 |
|
|
2019
Q4 | $1.25M | Sell |
22,649
-84
| -0.4% | -$4.65K | 0.12% | 165 |
|
|
2019
Q3 | $1.24M | Sell |
22,733
-4,986
| -18% | -$272K | 0.13% | 142 |
|
|
2019
Q2 | $1.41M | Sell |
27,719
-1,076
| -4% | -$54.8K | 0.15% | 135 |
|
|
2019
Q1 | $1.35M | Buy |
28,795
+364
| +1% | +$17.1K | 0.15% | 125 |
|
|
2018
Q4 | $1.35M | Buy |
+28,431
| New | +$1.35M | 0.17% | 125 |
|