American Portfolios Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.46M | Buy |
79,597
+6,261
| +9% | +$351K | 0.19% | 108 |
|
|
2022
Q2 | $4.61M | Buy |
73,336
+7,749
| +12% | +$487K | 0.19% | 111 |
|
|
2022
Q1 | $4.07M | Buy |
65,587
+5,100
| +8% | +$316K | 0.14% | 150 |
|
|
2021
Q4 | $3.58M | Buy |
60,487
+3,583
| +6% | +$212K | 0.12% | 168 |
|
|
2021
Q3 | $2.99M | Buy |
56,904
+4,282
| +8% | +$225K | 0.11% | 186 |
|
|
2021
Q2 | $2.85M | Buy |
52,622
+3,070
| +6% | +$166K | 0.11% | 190 |
|
|
2021
Q1 | $2.61M | Sell |
49,552
-3,768
| -7% | -$199K | 0.11% | 176 |
|
|
2020
Q4 | $2.92M | Sell |
53,320
-5,899
| -10% | -$323K | 0.15% | 133 |
|
|
2020
Q3 | $2.92M | Buy |
59,219
+2,193
| +4% | +$108K | 0.17% | 122 |
|
|
2020
Q2 | $2.55M | Buy |
57,026
+1,658
| +3% | +$74.1K | 0.17% | 133 |
|
|
2020
Q1 | $2.45M | Buy |
55,368
+12,952
| +31% | +$573K | 0.2% | 113 |
|
|
2019
Q4 | $2.35M | Buy |
42,416
+602
| +1% | +$33.3K | 0.17% | 130 |
|
|
2019
Q3 | $2.28M | Buy |
41,814
+1,625
| +4% | +$88.5K | 0.19% | 119 |
|
|
2019
Q2 | $2.05M | Sell |
40,189
-2,173
| -5% | -$111K | 0.17% | 135 |
|
|
2019
Q1 | $1.99M | Buy |
42,362
+8,107
| +24% | +$380K | 0.19% | 117 |
|
|
2018
Q4 | $1.62M | Sell |
34,255
-2,104
| -6% | -$99.6K | 0.2% | 112 |
|
|
2018
Q3 | $1.68M | Buy |
36,359
+3,395
| +10% | +$157K | 0.19% | 108 |
|
|
2018
Q2 | $1.45M | Sell |
32,964
-831
| -2% | -$36.4K | 0.2% | 101 |
|
|
2018
Q1 | $1.47M | Buy |
33,795
+1,637
| +5% | +$71.1K | 0.22% | 98 |
|
|
2017
Q4 | $1.48M | Buy |
+32,158
| New | +$1.48M | 0.23% | 90 |
|