Altavista Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $791K | Buy |
13,355
+70
| +0.5% | +$4.15K | 0.16% | 101 |
|
|
2021
Q3 | $697K | Buy |
13,285
+35
| +0.3% | +$1.84K | 0.16% | 100 |
|
|
2021
Q2 | $717K | Buy |
13,250
+76
| +0.6% | +$4.11K | 0.16% | 98 |
|
|
2021
Q1 | $694K | Sell |
13,174
-797
| -6% | -$42K | 0.17% | 95 |
|
|
2020
Q4 | $766K | Sell |
13,971
-128
| -0.9% | -$7.02K | 0.19% | 85 |
|
|
2020
Q3 | $696K | Buy |
14,099
+40
| +0.3% | +$1.98K | 0.19% | 78 |
|
|
2020
Q2 | $628K | Buy |
14,059
+42
| +0.3% | +$1.88K | 0.18% | 85 |
|
|
2020
Q1 | $620K | Sell |
14,017
-9
| -0.1% | -$398 | 0.21% | 77 |
|
|
2019
Q4 | $776K | Buy |
14,026
+370
| +3% | +$20.5K | 0.23% | 84 |
|
|
2019
Q3 | $743K | Sell |
13,656
-664
| -5% | -$36.1K | 0.23% | 81 |
|
|
2019
Q2 | $729K | Buy |
14,320
+37
| +0.3% | +$1.88K | 0.23% | 82 |
|
|
2019
Q1 | $669K | Hold |
14,283
| – | – | 0.24% | 86 |
|
|
2018
Q4 | $676K | Buy |
14,283
+68
| +0.5% | +$3.22K | 0.28% | 81 |
|
|
2018
Q3 | $657K | Sell |
14,215
-1,163
| -8% | -$53.8K | 0.24% | 86 |
|
|
2018
Q2 | $674K | Sell |
15,378
-711
| -4% | -$31.2K | 0.27% | 82 |
|
|
2018
Q1 | $699K | Sell |
16,089
-1,000
| -6% | -$43.4K | 0.3% | 81 |
|
|
2017
Q4 | $784K | Buy |
17,089
+3,546
| +26% | +$163K | 0.33% | 75 |
|
|
2017
Q3 | $610K | Buy |
13,543
+452
| +3% | +$20.4K | 0.29% | 73 |
|
|
2017
Q2 | $587K | Buy |
13,091
+1,130
| +9% | +$50.7K | 0.29% | 74 |
|
|
2017
Q1 | $508K | Buy |
11,961
+5,383
| +82% | +$229K | 0.25% | 76 |
|
|
2016
Q4 | $273K | Buy |
6,578
+2
| +0% | +$83 | 0.15% | 109 |
|
|
2016
Q3 | $278K | Buy |
6,576
+2
| +0% | +$85 | 0.15% | 110 |
|
|
2016
Q2 | $298K | Sell |
6,574
-620
| -9% | -$28.1K | 0.16% | 102 |
|
|
2016
Q1 | $334K | Buy |
7,194
+397
| +6% | +$18.4K | 0.19% | 95 |
|
|
2015
Q4 | $292K | Sell |
6,797
-771
| -10% | -$33.1K | 0.17% | 100 |
|
|
2015
Q3 | $304K | Buy |
7,568
+25
| +0.3% | +$1K | 0.2% | 94 |
|
|
2015
Q2 | $296K | Buy |
+7,543
| New | +$296K | 0.18% | 96 |
|
|
2013
Q3 | – | Sell |
-5,594
| Closed | -$224K | – | 115 |
|
|
2013
Q2 | $224K | Buy |
+5,594
| New | +$224K | 0.15% | 107 |
|