Triad 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $400K | Buy |
7,139
+871
| +14% | +$48.8K | 0.14% | 59 |
|
|
2023
Q2 | $377K | Buy |
6,268
+2
| +0% | +$120 | 0.16% | 56 |
|
|
2023
Q1 | $389K | Sell |
6,266
-991
| -14% | -$61.5K | 0.17% | 55 |
|
|
2022
Q4 | $462K | Buy |
7,257
+218
| +3% | +$13.9K | 0.21% | 51 |
|
|
2022
Q3 | $394K | Buy |
7,039
+83
| +1% | +$4.65K | 0.21% | 51 |
|
|
2022
Q2 | $438K | Sell |
6,956
-252
| -3% | -$15.9K | 0.24% | 49 |
|
|
2022
Q1 | $447K | Sell |
7,208
-1,922
| -21% | -$119K | 0.24% | 56 |
|
|
2021
Q4 | $541K | Buy |
+9,130
| New | +$541K | 0.32% | 48 |
|