WBI Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,468
| Closed | -$393K | – | 249 |
|
|
2024
Q3 | $393K | Buy |
+5,468
| New | +$393K | 0.09% | 201 |
|
|
2023
Q2 | – | Sell |
-16,002
| Closed | -$993K | – | 206 |
|
|
2023
Q1 | $993K | Buy |
+16,002
| New | +$993K | 0.2% | 120 |
|
|
2022
Q3 | – | Sell |
-62,596
| Closed | -$3.74M | – | 130 |
|
|
2022
Q2 | $3.74M | Sell |
62,596
-32,887
| -34% | -$1.96M | 0.81% | 31 |
|
|
2022
Q1 | $5.71M | Buy |
+95,483
| New | +$5.71M | 0.92% | 28 |
|
|
2019
Q3 | – | Sell |
-57,068
| Closed | -$2.91M | – | 248 |
|
|
2019
Q2 | $2.91M | Buy |
+57,068
| New | +$2.91M | 0.26% | 82 |
|