Sarah T. Connolly’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 |
-59,319
| Closed | -$3.32M | – | 53 |
|
|
2023
Q3 | $3.32M | Sell |
59,319
-135
| -0.2% | -$7.56K | 2.19% | 12 |
|
|
2023
Q2 | $3.58M | Buy |
59,454
+24
| +0% | +$1.45K | 2.16% | 10 |
|
|
2023
Q1 | $3.69M | Sell |
59,430
-1,006
| -2% | -$62.4K | 2.34% | 8 |
|
|
2022
Q4 | $3.84M | Buy |
60,436
+111
| +0.2% | +$7.06K | 2.61% | 7 |
|
|
2022
Q3 | $3.38M | Sell |
60,325
-4,010
| -6% | -$225K | 2.48% | 8 |
|
|
2022
Q2 | $4.05M | Sell |
64,335
-1,402
| -2% | -$88.2K | 2.76% | 6 |
|
|
2022
Q1 | $4.08M | Buy |
65,737
+1,006
| +2% | +$62.4K | 2.39% | 8 |
|
|
2021
Q4 | $3.83M | Buy |
64,731
+12,892
| +25% | +$763K | 2.14% | 9 |
|
|
2021
Q3 | $2.72M | Sell |
51,839
-675
| -1% | -$35.4K | 2.24% | 9 |
|
|
2021
Q2 | $2.84M | Buy |
52,514
+400
| +0.8% | +$21.6K | 2.32% | 8 |
|
|
2021
Q1 | $2.75M | Sell |
52,114
-60
| -0.1% | -$3.16K | 2.44% | 8 |
|
|
2020
Q4 | $2.86M | Buy |
+52,174
| New | +$2.86M | 2.62% | 7 |
|