TD Ameritrade Investment 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
Q3 | – | Sell |
-964
| Closed | -$58K | – | 272 |
|
|
2023
Q2 | $58K | Sell |
964
-132
| -12% | -$7.94K | ﹤0.01% | 247 |
|
|
2023
Q1 | $68K | Buy |
1,096
+18
| +2% | +$1.12K | ﹤0.01% | 243 |
|
|
2022
Q4 | $69K | Sell |
1,078
-6,398
| -86% | -$410K | ﹤0.01% | 253 |
|
|
2022
Q3 | $419K | Sell |
7,476
-1,543
| -17% | -$86.5K | ﹤0.01% | 152 |
|
|
2022
Q2 | $567K | Sell |
9,019
-4,992
| -36% | -$314K | 0.01% | 148 |
|
|
2022
Q1 | $869K | Buy |
14,011
+888
| +7% | +$55.1K | 0.01% | 145 |
|
|
2021
Q4 | $777K | Sell |
13,123
-465
| -3% | -$27.5K | 0.01% | 145 |
|
|
2021
Q3 | $671K | Buy |
13,588
+1,655
| +14% | +$81.7K | 0.01% | 136 |
|
|
2021
Q2 | $646K | Buy |
11,933
+458
| +4% | +$24.8K | ﹤0.01% | 147 |
|
|
2021
Q1 | $629K | Hold |
11,475
| – | – | ﹤0.01% | 136 |
|
|
2020
Q4 | $629K | Sell |
11,475
-2,113
| -16% | -$116K | ﹤0.01% | 136 |
|
|
2020
Q3 | $671K | Sell |
13,588
-472
| -3% | -$23.3K | 0.01% | 136 |
|
|
2020
Q2 | $628K | Sell |
14,060
-1,927
| -12% | -$86.1K | 0.01% | 144 |
|
|
2020
Q1 | $707K | Sell |
15,987
-1,875
| -10% | -$82.9K | 0.01% | 137 |
|
|
2019
Q4 | $989K | Buy |
17,862
+1,712
| +11% | +$94.8K | 0.01% | 129 |
|
|
2019
Q3 | $879K | Buy |
16,150
+6,867
| +74% | +$374K | 0.01% | 131 |
|
|
2019
Q2 | $473K | Buy |
9,283
+9,118
| +5,526% | +$465K | ﹤0.01% | 156 |
|
|
2019
Q1 | $8K | Sell |
165
-306
| -65% | -$14.8K | ﹤0.01% | 380 |
|
|
2018
Q4 | $22K | Buy |
471
+100
| +27% | +$4.67K | ﹤0.01% | 292 |
|
|
2018
Q3 | $17K | Buy |
371
+212
| +133% | +$9.71K | ﹤0.01% | 292 |
|
|
2018
Q2 | $7K | Buy |
+159
| New | +$7K | ﹤0.01% | 245 |
|