Westover Capital Advisors’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 | – | Sell |
-4,991
| Closed | -$301K | – | 182 |
|
|
2023
Q2 | $301K | Hold |
4,991
| – | – | 0.1% | 138 |
|
|
2023
Q1 | $310K | Hold |
4,991
| – | – | 0.11% | 130 |
|
|
2022
Q4 | $317K | Hold |
4,991
| – | – | 0.13% | 116 |
|
|
2022
Q3 | $280K | Buy |
+4,991
| New | +$280K | 0.11% | 127 |
|
|
2020
Q2 | – | Sell |
-13,568
| Closed | -$600K | – | 120 |
|
|
2020
Q1 | $600K | Hold |
13,568
| – | – | 0.32% | 70 |
|
|
2019
Q4 | $751K | Buy |
+13,568
| New | +$751K | 0.34% | 68 |
|