Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.69M | Buy |
74,620
+8,104
| +12% | +$510K | 0.34% | 40 |
|
|
2022
Q1 | $4.12M | Buy |
66,516
+4,047
| +6% | +$251K | 0.27% | 49 |
|
|
2021
Q4 | $3.7M | Buy |
62,469
+4,177
| +7% | +$247K | 0.24% | 51 |
|
|
2021
Q3 | $3.06M | Buy |
58,292
+921
| +2% | +$48.3K | 0.22% | 53 |
|
|
2021
Q2 | $3.1M | Sell |
57,371
-635
| -1% | -$34.4K | 0.23% | 50 |
|
|
2021
Q1 | $3.06M | Buy |
58,006
+7,148
| +14% | +$377K | 0.25% | 49 |
|
|
2020
Q4 | $2.79M | Buy |
50,858
+5,899
| +13% | +$323K | 0.25% | 45 |
|
|
2020
Q3 | $2.22M | Buy |
44,959
+2,719
| +6% | +$134K | 0.23% | 48 |
|
|
2020
Q2 | $1.89M | Buy |
42,240
+1,197
| +3% | +$53.5K | 0.21% | 55 |
|
|
2020
Q1 | $1.82M | Buy |
41,043
+3,558
| +9% | +$157K | 0.25% | 51 |
|
|
2019
Q4 | $2.08M | Buy |
37,485
+409
| +1% | +$22.6K | 0.25% | 54 |
|
|
2019
Q3 | $2.02M | Sell |
37,076
-615
| -2% | -$33.5K | 0.27% | 50 |
|
|
2019
Q2 | $1.92M | Buy |
37,691
+119
| +0.3% | +$6.06K | 0.28% | 49 |
|
|
2019
Q1 | $1.76M | Sell |
37,572
-1,019
| -3% | -$47.8K | 0.28% | 51 |
|
|
2018
Q4 | $1.83M | Buy |
38,591
+4,975
| +15% | +$236K | 0.35% | 41 |
|
|
2018
Q3 | $1.55M | Buy |
33,616
+3,001
| +10% | +$139K | 0.3% | 53 |
|
|
2018
Q2 | $1.34M | Buy |
30,615
+11,908
| +64% | +$522K | 0.36% | 52 |
|
|
2018
Q1 | $813K | Buy |
18,707
+712
| +4% | +$30.9K | 0.32% | 52 |
|
|
2017
Q4 | $826K | Buy |
+17,995
| New | +$826K | 0.38% | 50 |
|