TKG 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
Q1 | – | Sell |
-4,900
| Closed | -$289K | – | 109 |
|
|
2023
Q4 | $289K | Sell |
4,900
-1,953
| -28% | -$115K | 0.17% | 76 |
|
|
2023
Q3 | $384K | Buy |
6,853
+353
| +5% | +$19.8K | 0.26% | 73 |
|
|
2023
Q2 | $391K | Buy |
6,500
+912
| +16% | +$54.9K | 0.25% | 70 |
|
|
2023
Q1 | $347K | Buy |
5,588
+1,888
| +51% | +$117K | 0.22% | 68 |
|
|
2022
Q4 | $235K | Hold |
3,700
| – | – | 0.16% | 74 |
|
|
2022
Q3 | $207K | Sell |
3,700
-84
| -2% | -$4.7K | 0.16% | 69 |
|
|
2022
Q2 | $238K | Buy |
3,784
+84
| +2% | +$5.28K | 0.2% | 66 |
|
|
2022
Q1 | $229K | Hold |
3,700
| – | – | 0.18% | 80 |
|
|
2021
Q4 | $219K | Buy |
+3,700
| New | +$219K | 0.17% | 80 |
|