Redmont 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 |
-458
| Closed | -$32.9K | – | 188 |
|
|
2024
Q3 | $32.9K | Hold |
458
| – | – | 0.05% | 109 |
|
|
2024
Q2 | $29.2K | Hold |
458
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $28K | Buy |
+458
| New | +$28K | 0.04% | 125 |
|
|
2023
Q1 | – | Sell |
-4,126
| Closed | -$262K | – | 95 |
|
|
2022
Q4 | $262K | Hold |
4,126
| – | – | 0.31% | 84 |
|
|
2022
Q3 | $231K | Buy |
4,126
+4
| +0.1% | +$224 | 0.3% | 83 |
|
|
2022
Q2 | $259K | Sell |
4,122
-29
| -0.7% | -$1.82K | 0.31% | 77 |
|
|
2022
Q1 | $257K | Buy |
4,151
+29
| +0.7% | +$1.8K | 0.27% | 82 |
|
|
2021
Q4 | $244K | Buy |
+4,122
| New | +$244K | 0.26% | 85 |
|