AWA
ARS Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.33M | Sell |
24,555
-707
| -3% | -$38.3K | 0.24% | 46 |
|
|
2021
Q1 | $1.33M | Sell |
25,262
-1,975
| -7% | -$104K | 0.29% | 42 |
|
|
2020
Q4 | $1.49M | Sell |
27,237
-2,292
| -8% | -$126K | 0.32% | 36 |
|
|
2020
Q3 | $1.46M | Buy |
29,529
+35
| +0.1% | +$1.73K | 0.4% | 33 |
|
|
2020
Q2 | $1.32M | Sell |
29,494
-38
| -0.1% | -$1.7K | 0.41% | 32 |
|
|
2020
Q1 | $1.31M | Sell |
29,532
-699
| -2% | -$30.9K | 0.55% | 28 |
|
|
2019
Q4 | $1.67M | Buy |
30,231
+1,027
| +4% | +$56.8K | 0.48% | 32 |
|
|
2019
Q3 | $1.59M | Buy |
29,204
+341
| +1% | +$18.6K | 0.51% | 32 |
|
|
2019
Q2 | $1.47M | Sell |
28,863
-704
| -2% | -$35.9K | 0.47% | 33 |
|
|
2019
Q1 | $1.39M | Sell |
29,567
-164
| -0.6% | -$7.69K | 0.44% | 36 |
|
|
2018
Q4 | $1.41M | Buy |
29,731
+596
| +2% | +$28.2K | 0.51% | 32 |
|
|
2018
Q3 | $1.35M | Buy |
29,135
+8,047
| +38% | +$372K | 0.45% | 34 |
|
|
2018
Q2 | $925K | Buy |
21,088
+1,843
| +10% | +$80.8K | 0.33% | 47 |
|
|
2018
Q1 | $836K | Buy |
19,245
+2,360
| +14% | +$103K | 0.31% | 49 |
|
|
2017
Q4 | $775K | Buy |
16,885
+586
| +4% | +$26.9K | 0.29% | 58 |
|
|
2017
Q3 | $734K | Buy |
16,299
+141
| +0.9% | +$6.35K | 0.29% | 58 |
|
|
2017
Q2 | $725K | Buy |
16,158
+102
| +0.6% | +$4.58K | 0.29% | 55 |
|
|
2017
Q1 | $681K | Buy |
16,056
+34
| +0.2% | +$1.44K | 0.29% | 54 |
|
|
2016
Q4 | $664K | Buy |
16,022
+238
| +2% | +$9.86K | 0.3% | 47 |
|
|
2016
Q3 | $668K | Buy |
15,784
+238
| +2% | +$10.1K | 0.28% | 39 |
|
|
2016
Q2 | $705K | Buy |
15,546
+3,841
| +33% | +$174K | 0.3% | 38 |
|
|
2016
Q1 | $543K | Hold |
11,705
| – | – | 0.25% | 41 |
|
|
2015
Q4 | $503K | Hold |
11,705
| – | – | 0.26% | 42 |
|
|
2015
Q3 | $470K | Buy |
+11,705
| New | +$470K | 0.24% | 38 |
|
|
2014
Q4 | – | Sell |
-5,005
| Closed | -$214K | – | 79 |
|
|
2014
Q3 | $214K | Sell |
5,005
-774
| -13% | -$33.1K | 0.1% | 65 |
|
|
2014
Q2 | $245K | Sell |
5,779
-1,463
| -20% | -$62K | 0.12% | 58 |
|
|
2014
Q1 | $280K | Sell |
7,242
-6,109
| -46% | -$236K | 0.17% | 45 |
|
|
2013
Q4 | $552K | Buy |
+13,351
| New | +$552K | 0.34% | 32 |
|