VELA Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,183
| Closed | -$266K | – | 148 |
|
|
2024
Q2 | $266K | Buy |
4,183
+325
| +8% | +$20.7K | 0.08% | 131 |
|
|
2024
Q1 | $236K | Hold |
3,858
| – | – | 0.08% | 137 |
|
|
2023
Q4 | $227K | Sell |
3,858
-937
| -20% | -$55.2K | 0.09% | 141 |
|
|
2023
Q3 | $268K | Hold |
4,795
| – | – | 0.12% | 128 |
|
|
2023
Q2 | $289K | Hold |
4,795
| – | – | 0.13% | 128 |
|
|
2023
Q1 | $297K | Hold |
4,795
| – | – | 0.14% | 127 |
|
|
2022
Q4 | $305K | Hold |
4,795
| – | – | 0.15% | 126 |
|
|
2022
Q3 | $269K | Sell |
4,795
-1,474
| -24% | -$82.7K | 0.15% | 130 |
|
|
2022
Q2 | $394K | Buy |
+6,269
| New | +$394K | 0.23% | 112 |
|