Okabena Investment Services’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 |
-50
| Closed | -$3.05K | – | 194 |
|
|
2023
Q1 | $3.05K | Sell |
50
-5,200
| -99% | -$317K | ﹤0.01% | 146 |
|
|
2022
Q4 | $334K | Hold |
5,250
| – | – | 0.22% | 78 |
|
|
2022
Q3 | $294K | Buy |
5,250
+4,552
| +652% | +$255K | 0.14% | 97 |
|
|
2022
Q2 | $44K | Hold |
698
| – | – | 0.02% | 139 |
|
|
2022
Q1 | $44K | Sell |
698
-57
| -8% | -$3.59K | 0.02% | 147 |
|
|
2021
Q4 | $45K | Sell |
755
-34,107
| -98% | -$2.03M | 0.02% | 157 |
|
|
2021
Q3 | $1.83M | Sell |
34,862
-510
| -1% | -$26.8K | 0.96% | 28 |
|
|
2021
Q2 | $1.91M | Buy |
+35,372
| New | +$1.91M | 0.9% | 32 |
|