WestHill 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
2022
Q1
Sell
-4,812
Closed -$285K 126
2021
Q4
$285K Hold
4,812
0.08% 53
2021
Q3
$252K Buy
+4,812
New +$252K 0.08% 52
2021
Q1
$206K Sell
3,902
-71
-2% -$3.75K 0.07% 51
2020
Q4
$218K Buy
+3,973
New +$218K 0.09% 47