Surevest’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 | $3.84M | Buy |
68,549
+53
| +0.1% | +$2.97K | 1.04% | 28 |
|
|
2022
Q2 | $4.31M | Buy |
68,496
+1,410
| +2% | +$88.7K | 1.13% | 22 |
|
|
2022
Q1 | $4.16M | Sell |
67,086
-19,723
| -23% | -$1.22M | 1% | 31 |
|
|
2021
Q4 | $5.14M | Sell |
86,809
-4,038
| -4% | -$239K | 1.22% | 30 |
|
|
2021
Q3 | $4.77M | Buy |
90,847
+10,774
| +13% | +$565K | 1.2% | 30 |
|
|
2021
Q2 | $4.33M | Sell |
80,073
-4,669
| -6% | -$253K | 1.13% | 46 |
|
|
2021
Q1 | $4.47M | Buy |
84,742
+13,472
| +19% | +$710K | 1.35% | 30 |
|
|
2020
Q4 | $3.91M | Buy |
71,270
+3,079
| +5% | +$169K | 1.3% | 42 |
|
|
2020
Q3 | $3.37M | Buy |
68,191
+6,282
| +10% | +$310K | 1.32% | 41 |
|
|
2020
Q2 | $2.77M | Buy |
61,909
+8,215
| +15% | +$367K | 1.22% | 51 |
|
|
2020
Q1 | $2.38M | Buy |
53,694
+17,295
| +48% | +$765K | 1.29% | 39 |
|
|
2019
Q4 | $2.02M | Buy |
36,399
+9,276
| +34% | +$514K | 0.86% | 55 |
|
|
2019
Q3 | $1.48M | Buy |
27,123
+3,088
| +13% | +$168K | 0.73% | 61 |
|
|
2019
Q2 | $1.22M | Buy |
24,035
+11,160
| +87% | +$568K | 0.64% | 66 |
|
|
2019
Q1 | $603K | Buy |
12,875
+7,311
| +131% | +$342K | 0.37% | 87 |
|
|
2018
Q4 | $263K | Buy |
+5,564
| New | +$263K | 0.21% | 108 |
|