Titus Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $349K | Buy |
5,548
+131
| +2% | +$8.24K | 0.17% | 95 |
|
|
2022
Q1 | $336K | Hold |
5,417
| – | – | 0.15% | 109 |
|
|
2021
Q4 | $321K | Buy |
5,417
+280
| +5% | +$16.6K | 0.14% | 112 |
|
|
2021
Q3 | $269K | Buy |
5,137
+45
| +0.9% | +$2.36K | 0.14% | 122 |
|
|
2021
Q2 | $276K | Sell |
5,092
-100
| -2% | -$5.42K | 0.15% | 115 |
|
|
2021
Q1 | $274K | Hold |
5,192
| – | – | 0.16% | 105 |
|
|
2020
Q4 | $285K | Sell |
5,192
-349
| -6% | -$19.2K | 0.18% | 96 |
|
|
2020
Q3 | $274K | Buy |
5,541
+1
| +0% | +$49 | 0.2% | 91 |
|
|
2020
Q2 | $248K | Sell |
5,540
-150
| -3% | -$6.72K | 0.2% | 90 |
|
|
2020
Q1 | $252K | Buy |
5,690
+150
| +3% | +$6.64K | 0.24% | 74 |
|
|
2019
Q4 | $307K | Buy |
5,540
+533
| +11% | +$29.5K | 0.31% | 71 |
|
|
2019
Q3 | $273K | Buy |
5,007
+351
| +8% | +$19.1K | 0.25% | 76 |
|
|
2019
Q2 | $237K | Sell |
4,656
-2,739
| -37% | -$139K | 0.23% | 78 |
|
|
2019
Q1 | $347 | Sell |
7,395
-138
| -2% | -$6 | 0.31% | 64 |
|
|
2018
Q4 | $356 | Buy |
7,533
+9
| +0.1% | – | 0.3% | 57 |
|
|
2018
Q3 | $348K | Buy |
7,524
+269
| +4% | +$12.4K | 0.3% | 60 |
|
|
2018
Q2 | $318K | Sell |
7,255
-300
| -4% | -$13.2K | 0.34% | 55 |
|
|
2018
Q1 | $328K | Buy |
7,555
+850
| +13% | +$36.9K | 0.32% | 50 |
|
|
2017
Q4 | $308K | Buy |
+6,705
| New | +$308K | 0.35% | 47 |
|