Teamwork Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,783
| Closed | -$415K | – | 167 |
|
|
2024
Q1 | $415K | Sell |
6,783
-466
| -6% | -$28.5K | 0.06% | 117 |
|
|
2023
Q4 | $427K | Sell |
7,249
-5,294
| -42% | -$312K | 0.07% | 110 |
|
|
2023
Q3 | $702K | Sell |
12,543
-66,944
| -84% | -$3.75M | 0.11% | 106 |
|
|
2023
Q2 | $4.79M | Buy |
79,487
+57,910
| +268% | +$3.49M | 0.78% | 31 |
|
|
2023
Q1 | $1.34M | Buy |
+21,577
| New | +$1.34M | 0.25% | 69 |
|