Silicon Hills 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $594K | Hold |
9,871
| – | – | 0.34% | 47 |
|
|
2023
Q1 | $612K | Hold |
9,871
| – | – | 0.37% | 47 |
|
|
2022
Q4 | $628K | Sell |
9,871
-152
| -2% | -$9.67K | 0.47% | 48 |
|
|
2022
Q3 | $561K | Buy |
10,023
+150
| +2% | +$8.4K | 0.45% | 48 |
|
|
2022
Q2 | $621K | Hold |
9,873
| – | – | 0.45% | 48 |
|
|
2022
Q1 | $612K | Hold |
9,873
| – | – | 0.39% | 59 |
|
|
2021
Q4 | $585K | Sell |
9,873
-170
| -2% | -$10.1K | 0.36% | 67 |
|
|
2021
Q3 | $527K | Hold |
10,043
| – | – | 0.36% | 66 |
|
|
2021
Q2 | $543K | Hold |
10,043
| – | – | 0.42% | 58 |
|
|
2021
Q1 | $529K | Hold |
10,043
| – | – | 0.48% | 58 |
|
|
2020
Q4 | $551K | Hold |
10,043
| – | – | 0.5% | 51 |
|
|
2020
Q3 | $496K | Hold |
10,043
| – | – | 0.51% | 51 |
|
|
2020
Q2 | $449K | Hold |
10,043
| – | – | 0.54% | 53 |
|
|
2020
Q1 | $444K | Buy |
10,043
+10,036
| +143,371% | +$444K | 0.59% | 50 |
|
|
2019
Q4 | $556 | Buy |
+7
| New | +$556 | 0.43% | 51 |
|