Advisor Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $23.2M | Sell |
418,132
-35,706
| -8% | -$1.98M | 0.16% | 120 |
|
2019
Q3 | $24.7M | Sell |
453,838
-264
| -0.1% | -$14.4K | 0.18% | 103 |
|
2019
Q2 | $23.1M | Buy |
454,102
+6,574
| +1% | +$335K | 0.18% | 102 |
|
2019
Q1 | $21M | Buy |
447,528
+15,517
| +4% | +$727K | 0.17% | 104 |
|
2018
Q4 | $20.5M | Buy |
432,011
+42,301
| +11% | +$2M | 0.2% | 89 |
|
2018
Q3 | $18M | Buy |
389,710
+58,551
| +18% | +$2.71M | 0.18% | 98 |
|
2018
Q2 | $14.5M | Sell |
331,159
-29,984
| -8% | -$1.32M | 0.2% | 99 |
|
2018
Q1 | $15.7M | Sell |
361,143
-16,118
| -4% | -$700K | 0.22% | 91 |
|
2017
Q4 | $17.3M | Sell |
377,261
-15,914
| -4% | -$730K | 0.23% | 85 |
|
2017
Q3 | $17.7M | Buy |
393,175
+12,330
| +3% | +$555K | 0.28% | 67 |
|
2017
Q2 | $17.1M | Buy |
380,845
+36,185
| +10% | +$1.62M | 0.3% | 64 |
|
2017
Q1 | $14.6M | Buy |
344,660
+22,483
| +7% | +$954K | 0.3% | 63 |
|
2016
Q4 | $13.4M | Buy |
322,177
+53,587
| +20% | +$2.22M | 0.3% | 67 |
|
2016
Q3 | $11.4M | Buy |
268,590
+4,562
| +2% | +$193K | 0.27% | 84 |
|
2016
Q2 | $12M | Buy |
+264,028
| New | +$12M | 0.31% | 64 |
|