Private Wealth Strategies’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,592
| Closed | -$201K | – | 76 |
|
|
2023
Q3 | $201K | Hold |
3,592
| – | – | 0.05% | 66 |
|
|
2023
Q2 | $216K | Hold |
3,592
| – | – | 0.05% | 67 |
|
|
2023
Q1 | $223K | Hold |
3,592
| – | – | 0.06% | 66 |
|
|
2022
Q4 | $228K | Hold |
3,592
| – | – | 0.06% | 64 |
|
|
2022
Q3 | $201K | Hold |
3,592
| – | – | 0.06% | 70 |
|
|
2022
Q2 | $226K | Buy |
3,592
+1
| +0% | +$63 | 0.06% | 68 |
|
|
2022
Q1 | $223K | Hold |
3,591
| – | – | 0.06% | 73 |
|
|
2021
Q4 | $212K | Buy |
+3,591
| New | +$212K | 0.05% | 71 |
|
|
2021
Q1 | – | Sell |
-3,714
| Closed | -$204K | – | 73 |
|
|
2020
Q4 | $204K | Buy |
+3,714
| New | +$204K | 0.06% | 66 |
|
|
2020
Q1 | – | Sell |
-3,706
| Closed | -$205K | – | 72 |
|
|
2019
Q4 | $205K | Buy |
+3,706
| New | +$205K | 0.08% | 67 |
|