Phoenix Wealth 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
Q4 | – | Sell |
-2,894
| Closed | -$208K | – | 123 |
|
|
2024
Q3 | $208K | Buy |
+2,894
| New | +$208K | 0.1% | 119 |
|
|
2021
Q4 | – | Sell |
-2,191
| Closed | -$115K | – | 250 |
|
|
2021
Q3 | $115K | Sell |
2,191
-87
| -4% | -$4.57K | 0.09% | 147 |
|
|
2021
Q2 | $123K | Buy |
2,278
+58
| +3% | +$3.13K | 0.09% | 146 |
|
|
2021
Q1 | $117K | Buy |
2,220
+79
| +4% | +$4.16K | 0.09% | 144 |
|
|
2020
Q4 | $117K | Buy |
+2,141
| New | +$117K | 0.09% | 139 |
|