Websterrogers Financial Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,917
| Closed | -$349K | – | 80 |
|
|
2023
Q4 | $349K | Buy |
5,917
+133
| +2% | +$7.84K | 0.15% | 54 |
|
|
2023
Q3 | $324K | Hold |
5,784
| – | – | 0.14% | 55 |
|
|
2023
Q2 | $348K | Sell |
5,784
-797
| -12% | -$48K | 0.15% | 50 |
|
|
2023
Q1 | $408K | Hold |
6,581
| – | – | 0.19% | 50 |
|
|
2022
Q4 | $419K | Buy |
6,581
+4
| +0.1% | +$254 | 0.2% | 49 |
|
|
2022
Q3 | $368K | Sell |
6,577
-89
| -1% | -$4.98K | 0.19% | 41 |
|
|
2022
Q2 | $419K | Sell |
6,666
-998
| -13% | -$62.7K | 0.2% | 47 |
|
|
2022
Q1 | $482K | Buy |
+7,664
| New | +$482K | 0.25% | 49 |
|