SA
Syntax Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $236K | Buy |
4,220
+179
| +4% | +$10K | 0.21% | 122 |
|
|
2023
Q2 | $243K | Sell |
4,041
-261
| -6% | -$15.7K | 0.2% | 134 |
|
|
2023
Q1 | $267K | Buy |
4,302
+232
| +6% | +$14.4K | 0.2% | 111 |
|
|
2022
Q4 | $259K | Sell |
4,070
-309
| -7% | -$19.7K | 0.22% | 109 |
|
|
2022
Q3 | $245K | Buy |
4,379
+224
| +5% | +$12.5K | 0.21% | 121 |
|
|
2022
Q2 | $261K | Sell |
4,155
-2,161
| -34% | -$136K | 0.22% | 101 |
|
|
2022
Q1 | $392K | Sell |
6,316
-1,041
| -14% | -$64.6K | 0.33% | 48 |
|
|
2021
Q4 | $436K | Buy |
+7,357
| New | +$436K | 0.32% | 44 |
|