ARS Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.47M | Sell |
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|
2019
Q1 | $1.39M | Sell |
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|
2018
Q4 | $1.41M | Buy |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $925K | Buy |
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|
2018
Q1 | $836K | Buy |
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|
2017
Q4 | $775K | Buy |
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|
2017
Q3 | $734K | Buy |
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|
2017
Q2 | $725K | Buy |
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|
2017
Q1 | $681K | Buy |
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|
2016
Q4 | $664K | Buy |
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|
2016
Q3 | $668K | Buy |
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|
2016
Q2 | $705K | Buy |
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|
2016
Q1 | $543K | Hold |
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|
2015
Q4 | $503K | Hold |
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|
2015
Q3 | $470K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $214K | Sell |
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|
2014
Q2 | $245K | Sell |
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|
2014
Q1 | $280K | Sell |
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|
2013
Q4 | $552K | Buy |
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