Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9.1M | Buy |
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|
2021
Q3 | $7.92M | Buy |
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|
2021
Q2 | $7.81M | Buy |
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|
2021
Q1 | $7.56M | Buy |
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|
2020
Q4 | $7.33M | Buy |
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|
2020
Q3 | $5.26M | Sell |
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|
2020
Q2 | $4.81M | Buy |
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|
2020
Q1 | $4.52M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Buy |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Hold |
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|
2015
Q2 | $1K | Sell |
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|
2015
Q1 | $21K | Buy |
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|
2014
Q4 | $21K | Sell |
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|
2014
Q3 | $262K | Buy |
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|
2014
Q2 | $248K | Hold |
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|
2014
Q1 | $226K | Sell |
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|
2013
Q4 | $350K | Buy |
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|
2013
Q3 | $221K | Sell |
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|
2013
Q2 | $238K | Buy |
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