Nottingham Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,311
| Closed | -$338K | – | 155 |
|
2024
Q2 | $338K | Buy |
+5,311
| New | +$338K | 0.04% | 120 |
|
2018
Q1 | – | Sell |
-4,596
| Closed | -$211K | – | 95 |
|
2017
Q4 | $211K | Buy |
4,596
+84
| +2% | +$3.86K | 0.03% | 106 |
|
2017
Q3 | $203K | Hold |
4,512
| – | – | 0.03% | 106 |
|
2017
Q2 | $202K | Buy |
+4,512
| New | +$202K | 0.03% | 111 |
|