Peterson Financial Group’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 | $244K | Buy |
3,399
+15
| +0.4% | +$1.08K | 0.94% | 31 |
|
|
2024
Q2 | $215K | Buy |
3,384
+45
| +1% | +$2.87K | 1.31% | 31 |
|
|
2024
Q1 | $204K | Buy |
+3,339
| New | +$204K | 1.33% | 29 |
|
|
2023
Q1 | – | Sell |
-3,431
| Closed | -$218K | – | 48 |
|
|
2022
Q4 | $218K | Buy |
+3,431
| New | +$218K | 0.29% | 72 |
|
|
2022
Q3 | – | Sell |
-3,635
| Closed | -$229K | – | 77 |
|
|
2022
Q2 | $229K | Sell |
3,635
-89
| -2% | -$5.6K | 0.22% | 70 |
|
|
2022
Q1 | $231K | Sell |
3,724
-93
| -2% | -$5.77K | 0.19% | 75 |
|
|
2021
Q4 | $226K | Buy |
+3,817
| New | +$226K | 0.18% | 78 |
|