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 |
|