Salem Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $244K | Buy |
4,359
+159
| +4% | +$8.9K | 0.19% | 52 |
|
|
2022
Q2 | $264K | Hold |
4,200
| – | – | 0.19% | 52 |
|
|
2022
Q1 | $260K | Hold |
4,200
| – | – | 0.15% | 60 |
|
|
2021
Q4 | $249K | Hold |
4,200
| – | – | 0.13% | 65 |
|
|
2021
Q3 | $220K | Hold |
4,200
| – | – | 0.12% | 67 |
|
|
2021
Q2 | $227K | Hold |
4,200
| – | – | 0.12% | 69 |
|
|
2021
Q1 | $221K | Hold |
4,200
| – | – | 0.13% | 68 |
|
|
2020
Q4 | $230K | Hold |
4,200
| – | – | 0.15% | 63 |
|
|
2020
Q3 | $207K | Buy |
+4,200
| New | +$207K | 0.15% | 61 |
|
|
2020
Q1 | – | Sell |
-4,200
| Closed | -$232K | – | 68 |
|
|
2019
Q4 | $232K | Hold |
4,200
| – | – | 0.13% | 63 |
|
|
2019
Q3 | $229K | Hold |
4,200
| – | – | 0.13% | 65 |
|
|
2019
Q2 | $214K | Buy |
+4,200
| New | +$214K | 0.12% | 69 |
|
|
2014
Q4 | – | Sell |
-5,826
| Closed | -$249K | – | 70 |
|
|
2014
Q3 | $249K | Hold |
5,826
| – | – | 0.12% | 62 |
|
|
2014
Q2 | $247K | Buy |
5,826
+306
| +6% | +$13K | 0.11% | 64 |
|
|
2014
Q1 | $213K | Sell |
5,520
-500
| -8% | -$19.3K | 0.09% | 71 |
|
|
2013
Q4 | $249K | Hold |
6,020
| – | – | 0.11% | 67 |
|
|
2013
Q3 | $228K | Hold |
6,020
| – | – | 0.1% | 69 |
|
|
2013
Q2 | $241K | Buy |
+6,020
| New | +$241K | 0.11% | 69 |
|