Vahanian & Associates Financial Planning’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,362
| Closed | -$271K | – | 73 |
|
|
2023
Q1 | $271K | Hold |
4,362
| – | – | 0.75% | 51 |
|
|
2022
Q4 | $277K | Hold |
4,362
| – | – | 0.91% | 41 |
|
|
2022
Q3 | $244K | Buy |
4,362
+860
| +25% | +$48.1K | 0.84% | 40 |
|
|
2022
Q2 | $220K | Sell |
3,502
-1,319
| -27% | -$82.9K | 0.95% | 31 |
|
|
2022
Q1 | $299K | Sell |
4,821
-3,208
| -40% | -$199K | 0.69% | 41 |
|
|
2021
Q4 | $475K | Buy |
+8,029
| New | +$475K | 0.38% | 71 |
|