Williams Financial’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-7,064
Closed -$382K 42
2021
Q2
$382K Buy
7,064
+181
+3% +$9.79K 0.31% 35
2021
Q1
$363K Buy
+6,883
New +$363K 0.31% 36