Sanctuary Wealth Management’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 | $174K | Hold |
2,796
| – | – | 0.12% | 45 |
|
|
2024
Q3 | $201K | Buy |
2,796
+1,789
| +178% | +$129K | 0.14% | 41 |
|
|
2024
Q2 | $64.1K | Hold |
1,007
| – | – | 0.05% | 77 |
|
|
2024
Q1 | $61.6K | Hold |
1,007
| – | – | 0.05% | 80 |
|
|
2023
Q4 | $59.3K | Hold |
1,007
| – | – | 0.06% | 78 |
|
|
2023
Q3 | $56.4K | Hold |
1,007
| – | – | 0.06% | 70 |
|
|
2023
Q2 | $60.6K | Buy |
+1,007
| New | +$60.6K | 0.06% | 70 |
|
|
2022
Q4 | $64.1K | Buy |
+1,007
| New | +$64.1K | 0.07% | 63 |
|