Pinnacle Wealth Management Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,363
| Closed | -$244K | – | 105 |
|
|
2022
Q3 | $244K | Hold |
4,363
| – | – | 0.22% | 90 |
|
|
2022
Q2 | $274K | Hold |
4,363
| – | – | 0.23% | 90 |
|
|
2022
Q1 | $271K | Hold |
4,363
| – | – | 0.2% | 100 |
|
|
2021
Q4 | $258K | Sell |
4,363
-72
| -2% | -$4.26K | 0.19% | 102 |
|
|
2021
Q3 | $233K | Sell |
4,435
-11
| -0.2% | -$578 | 0.18% | 110 |
|
|
2021
Q2 | $241K | Buy |
+4,446
| New | +$241K | 0.18% | 111 |
|