Sweet Financial Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.51M | Sell |
34,923
-973
| -3% | -$69.9K | 0.54% | 44 |
|
|
2024
Q2 | $2.28M | Buy |
35,896
+3,182
| +10% | +$203K | 0.52% | 44 |
|
|
2024
Q1 | $2M | Buy |
32,714
+8,527
| +35% | +$522K | 0.46% | 47 |
|
|
2023
Q4 | $1.43M | Sell |
24,187
-4,731
| -16% | -$279K | 0.34% | 63 |
|
|
2023
Q3 | $1.62M | Buy |
28,918
+2,676
| +10% | +$150K | 0.43% | 51 |
|
|
2023
Q2 | $1.58M | Buy |
26,242
+8,265
| +46% | +$498K | 0.41% | 54 |
|
|
2023
Q1 | $1.12M | Buy |
17,977
+5,834
| +48% | +$362K | 0.31% | 61 |
|
|
2022
Q4 | $772K | Buy |
12,143
+2,000
| +20% | +$127K | 0.23% | 63 |
|
|
2022
Q3 | $568K | Buy |
+10,143
| New | +$568K | 0.18% | 79 |
|