United Capital Management of KS’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,198
| Closed | -$232K | – | 98 |
|
|
2019
Q4 | $232K | Sell |
4,198
-715
| -15% | -$39.5K | 0.15% | 101 |
|
|
2019
Q3 | $265K | Sell |
4,913
-522
| -10% | -$28.2K | 0.19% | 90 |
|
|
2019
Q2 | $280K | Sell |
5,435
-173
| -3% | -$8.91K | 0.21% | 88 |
|
|
2019
Q1 | $269K | Sell |
5,608
-4,412
| -44% | -$212K | 0.21% | 92 |
|
|
2018
Q4 | $474K | Buy |
10,020
+229
| +2% | +$10.8K | 0.44% | 70 |
|
|
2018
Q3 | $450K | Buy |
+9,791
| New | +$450K | 0.36% | 75 |
|