Stonebridge Financial Planning Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-990
| Closed | -$60K | – | 250 |
|
|
2021
Q4 | $60K | Hold |
990
| – | – | 0.03% | 202 |
|
|
2021
Q3 | $56K | Hold |
990
| – | – | 0.03% | 212 |
|
|
2021
Q2 | $54K | Hold |
990
| – | – | 0.03% | 205 |
|
|
2021
Q1 | $53K | Hold |
990
| – | – | 0.03% | 206 |
|
|
2020
Q4 | $54K | Hold |
990
| – | – | 0.03% | 189 |
|
|
2020
Q3 | $50K | Hold |
990
| – | – | 0.04% | 187 |
|
|
2020
Q2 | $44K | Hold |
990
| – | – | 0.04% | 192 |
|
|
2020
Q1 | $47K | Buy |
990
+300
| +43% | +$14.2K | 0.05% | 173 |
|
|
2019
Q4 | $38K | Buy |
+690
| New | +$38K | 0.03% | 184 |
|