Frontier 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
2022
Q2
$1.85M Sell
29,344
-34,318
-54% -$2.16M 0.13% 129
2022
Q1
$4.11M Buy
63,662
+1,119
+2% +$72.2K 0.05% 73
2021
Q4
$3.7M Buy
62,543
+2,157
+4% +$128K 0.24% 84
2021
Q3
$3.17M Sell
60,386
-1,257
-2% -$65.9K 0.22% 88
2021
Q2
$3.34M Sell
61,643
-608
-1% -$32.9K 0.23% 85
2021
Q1
$3.28M Buy
62,251
+23,131
+59% +$1.22M 0.25% 83
2020
Q4
$2.15M Buy
39,120
+1,102
+3% +$60.4K 0.18% 97
2020
Q3
$1.88M Buy
38,018
+4,457
+13% +$220K 0.17% 102
2020
Q2
$1.5M Sell
33,561
-44,849
-57% -$2M 0.14% 111
2020
Q1
$3.47M Buy
78,410
+25,699
+49% +$1.14M 0.57% 51
2019
Q4
$2.92M Buy
52,711
+5,217
+11% +$289K 0.47% 48
2019
Q3
$2.59M Buy
47,494
+10,534
+29% +$574K 0.38% 57
2019
Q2
$1.88M Buy
36,960
+5,140
+16% +$262K 0.28% 77
2019
Q1
$1.49M Buy
31,820
+285
+0.9% +$13.4K 0.2% 112
2018
Q4
$1.49M Sell
31,535
-7,529
-19% -$356K 0.23% 103
2018
Q3
$1.8M Sell
39,064
-7,327
-16% -$338K 0.17% 95
2018
Q2
$2.04M Buy
46,391
+9,642
+26% +$423K 0.29% 83
2018
Q1
$1.6M Buy
36,749
+166
+0.5% +$7.21K 0.22% 111
2017
Q4
$1.68M Buy
36,583
+5,140
+16% +$236K 0.27% 88
2017
Q3
$1.42M Sell
31,443
-7,675
-20% -$345K 0.2% 120
2017
Q2
$1.75M Sell
39,118
-2,892
-7% -$130K 0.27% 93
2017
Q1
$1.78M Sell
42,010
-1,000
-2% -$42.4K 0.27% 93
2016
Q4
$1.78M Buy
43,010
+27,036
+169% +$1.12M 0.29% 96
2016
Q3
$676K Sell
15,974
-353
-2% -$14.9K 0.1% 176
2016
Q2
$740K Sell
16,327
-6,736
-29% -$305K 0.12% 161
2016
Q1
$1.07M Buy
23,063
+203
+0.9% +$9.42K 0.09% 125
2015
Q4
$982K Sell
22,860
-1,701
-7% -$73.1K 0.16% 136
2015
Q3
$985K Buy
24,561
+8,164
+50% +$327K 0.16% 133
2015
Q2
$643K Sell
16,397
-9,533
-37% -$374K 0.1% 177
2015
Q1
$1.05M Buy
25,930
+870
+3% +$35.3K 0.17% 100
2014
Q4
$1.06M Buy
+25,060
New +$1.06M 0.2% 83