Platt Investment Counsel’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,535
| Closed | -$225K | – | 10 |
|
|
2022
Q4 | $225K | Sell |
3,535
-378
| -10% | -$24K | 0.32% | 8 |
|
|
2022
Q3 | $219K | Hold |
3,913
| – | – | 0.32% | 12 |
|
|
2022
Q2 | $246K | Hold |
3,913
| – | – | 0.33% | 11 |
|
|
2022
Q1 | $243K | Buy |
3,913
+35
| +0.9% | +$2.17K | 0.23% | 13 |
|
|
2021
Q4 | $230K | Hold |
3,878
| – | – | 0.2% | 14 |
|
|
2021
Q3 | $203K | Hold |
3,878
| – | – | 0.18% | 16 |
|
|
2021
Q2 | $210K | Hold |
3,878
| – | – | 0.18% | 16 |
|
|
2021
Q1 | $204K | Sell |
3,878
-392
| -9% | -$20.6K | 0.18% | 15 |
|
|
2020
Q4 | $234K | Buy |
+4,270
| New | +$234K | 0.22% | 14 |
|