WealthOne’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 | $252K | Sell |
4,496
-158
| -3% | -$8.85K | 0.1% | 67 |
|
|
2023
Q2 | $280K | Buy |
4,654
+11
| +0.2% | +$662 | 0.1% | 86 |
|
|
2023
Q1 | $288K | Sell |
4,643
-103
| -2% | -$6.39K | 0.11% | 83 |
|
|
2022
Q4 | $302K | Sell |
4,746
-138
| -3% | -$8.78K | 0.12% | 79 |
|
|
2022
Q3 | $274K | Sell |
4,884
-493
| -9% | -$27.7K | 0.12% | 80 |
|
|
2022
Q2 | $338K | Buy |
5,377
+189
| +4% | +$11.9K | 0.14% | 76 |
|
|
2022
Q1 | $322K | Buy |
5,188
+907
| +21% | +$56.3K | 0.11% | 85 |
|
|
2021
Q4 | $253K | Sell |
4,281
-955
| -18% | -$56.4K | 0.09% | 94 |
|
|
2021
Q3 | $275K | Buy |
5,236
+423
| +9% | +$22.2K | 0.1% | 109 |
|
|
2021
Q2 | $260K | Sell |
4,813
-492
| -9% | -$26.6K | 0.1% | 108 |
|
|
2021
Q1 | $280K | Sell |
5,305
-84
| -2% | -$4.43K | 0.12% | 101 |
|
|
2020
Q4 | $296K | Buy |
5,389
+318
| +6% | +$17.5K | 0.14% | 85 |
|
|
2020
Q3 | $250K | Buy |
5,071
+273
| +6% | +$13.5K | 0.14% | 88 |
|
|
2020
Q2 | $214K | Buy |
4,798
+6
| +0.1% | +$268 | 0.13% | 88 |
|
|
2020
Q1 | $212K | Buy |
4,792
+130
| +3% | +$5.75K | 0.16% | 83 |
|
|
2019
Q4 | $258K | Buy |
4,662
+20
| +0.4% | +$1.11K | 0.16% | 77 |
|
|
2019
Q3 | $253K | Buy |
4,642
+65
| +1% | +$3.54K | 0.18% | 71 |
|
|
2019
Q2 | $233K | Buy |
+4,577
| New | +$233K | 0.16% | 88 |
|
|
2019
Q1 | – | Sell |
-4,081
| Closed | -$193K | – | 345 |
|
|
2018
Q4 | $193K | Buy |
+4,081
| New | +$193K | 0.17% | 80 |
|