Bridgewater Wealth & Financial Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,947
| Closed | -$446K | – | 74 |
|
|
2017
Q2 | $446K | Buy |
9,947
+2,901
| +41% | +$130K | 0.15% | 66 |
|
|
2017
Q1 | $299K | Buy |
7,046
+607
| +9% | +$25.8K | 0.11% | 79 |
|
|
2016
Q4 | $267K | Buy |
6,439
+499
| +8% | +$20.7K | 0.1% | 86 |
|
|
2016
Q3 | $251K | Buy |
5,940
+1
| +0% | +$42 | 0.09% | 94 |
|
|
2016
Q2 | $269K | Sell |
5,939
-265
| -4% | -$12K | 0.1% | 89 |
|
|
2016
Q1 | $288K | Sell |
6,204
-194
| -3% | -$9.01K | 0.1% | 84 |
|
|
2015
Q4 | $275K | Hold |
6,398
| – | – | 0.11% | 72 |
|
|
2015
Q3 | $257K | Sell |
6,398
-6,140
| -49% | -$247K | 0.11% | 73 |
|
|
2015
Q2 | $492K | Sell |
12,538
-660
| -5% | -$25.9K | 0.21% | 52 |
|
|
2015
Q1 | $535K | Sell |
13,198
-1,647
| -11% | -$66.8K | 0.23% | 53 |
|
|
2014
Q4 | $627K | Buy |
+14,845
| New | +$627K | 0.26% | 58 |
|