Catamount Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $412K | Buy |
8,785
+3,775
| +75% | +$177K | 0.23% | 35 |
|
|
2018
Q4 | $241K | Hold |
5,010
| – | – | 0.16% | 35 |
|
|
2018
Q3 | $231K | Buy |
5,010
+1,200
| +31% | +$55.3K | 0.11% | 43 |
|
|
2018
Q2 | $176K | Sell |
3,810
-4
| -0.1% | -$185 | 0.09% | 44 |
|
|
2018
Q1 | $166K | Hold |
3,814
| – | – | 0.09% | 42 |
|
|
2017
Q4 | $175K | Sell |
3,814
-86
| -2% | -$3.95K | 0.1% | 42 |
|
|
2017
Q3 | $176K | Buy |
3,900
+400
| +11% | +$18.1K | 0.1% | 37 |
|
|
2017
Q2 | $157K | Sell |
3,500
-114
| -3% | -$5.11K | 0.1% | 45 |
|
|
2017
Q1 | $153K | Sell |
3,614
-2,000
| -36% | -$84.7K | 0.1% | 42 |
|
|
2016
Q4 | $233K | Sell |
5,614
-147
| -3% | -$6.1K | 0.19% | 32 |
|
|
2016
Q3 | $240K | Buy |
5,761
+2,600
| +82% | +$108K | 0.21% | 31 |
|
|
2016
Q2 | $143K | Sell |
3,161
-2,000
| -39% | -$90.5K | 0.17% | 30 |
|
|
2016
Q1 | $239K | Buy |
5,161
+1,481
| +40% | +$68.6K | 0.28% | 23 |
|
|
2015
Q4 | $158K | Hold |
3,680
| – | – | 0.14% | 27 |
|
|
2015
Q3 | $148K | Hold |
3,680
| – | – | 0.15% | 22 |
|
|
2015
Q2 | $144K | Buy |
3,680
+2,000
| +119% | +$78.3K | 0.11% | 35 |
|
|
2015
Q1 | $68K | Sell |
1,680
-500
| -23% | -$20.2K | 0.06% | 54 |
|
|
2014
Q4 | $92K | Buy |
+2,180
| New | +$92K | 0.09% | 37 |
|