Retirement Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $41.6K | Hold |
680
| – | – | 0.01% | 257 |
|
|
2023
Q4 | $40.1K | Buy |
680
+44
| +7% | +$2.59K | 0.02% | 247 |
|
|
2023
Q3 | $35.6K | Buy |
636
+83
| +15% | +$4.64K | 0.01% | 242 |
|
|
2023
Q2 | $33.3K | Buy |
553
+3
| +0.5% | +$181 | 0.01% | 252 |
|
|
2023
Q1 | $34K | Hold |
550
| – | – | 0.02% | 235 |
|
|
2022
Q4 | $35K | Buy |
550
+187
| +52% | +$11.9K | 0.02% | 212 |
|
|
2022
Q3 | $20K | Sell |
363
-182
| -33% | -$10K | 0.02% | 180 |
|
|
2022
Q2 | $34K | Sell |
545
-54
| -9% | -$3.37K | 0.01% | 255 |
|
|
2022
Q1 | $37K | Buy |
599
+56
| +10% | +$3.46K | 0.01% | 258 |
|
|
2021
Q4 | $32K | Buy |
543
+5
| +0.9% | +$295 | 0.01% | 267 |
|
|
2021
Q3 | $28K | Buy |
538
+2
| +0.4% | +$104 | 0.01% | 274 |
|
|
2021
Q2 | $29K | Buy |
536
+52
| +11% | +$2.81K | 0.01% | 278 |
|
|
2021
Q1 | $26K | Buy |
484
+200
| +70% | +$10.7K | 0.01% | 347 |
|
|
2020
Q4 | $15K | Buy |
284
+100
| +54% | +$5.28K | 0.01% | 387 |
|
|
2020
Q3 | $9K | Buy |
184
+130
| +241% | +$6.36K | 0.01% | 428 |
|
|
2020
Q2 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 544 |
|
|
2019
Q4 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 495 |
|