Catamount Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $412K | Buy |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $231K | Buy |
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|
2018
Q2 | $176K | Sell |
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|
2018
Q1 | $166K | Hold |
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|
2017
Q4 | $175K | Sell |
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|
2017
Q3 | $176K | Buy |
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|
2017
Q2 | $157K | Sell |
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|
2017
Q1 | $153K | Sell |
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|
2016
Q4 | $233K | Sell |
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|
2016
Q3 | $240K | Buy |
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|
2016
Q2 | $143K | Sell |
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|
2016
Q1 | $239K | Buy |
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|
2015
Q4 | $158K | Hold |
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|
2015
Q3 | $148K | Hold |
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|
2015
Q2 | $144K | Buy |
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|
2015
Q1 | $68K | Sell |
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|
2014
Q4 | $92K | Buy |
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