Gupta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.07M | Buy |
66,108
+14,352
| +28% | +$666K | 0.72% | 31 |
|
|
2015
Q4 | $2.22M | Sell |
51,756
-17,615
| -25% | -$757K | 0.57% | 40 |
|
|
2015
Q3 | $2.78M | Sell |
69,371
-6,831
| -9% | -$274K | 0.68% | 35 |
|
|
2015
Q2 | $2.99M | Sell |
76,202
-3,571
| -4% | -$140K | 0.73% | 34 |
|
|
2015
Q1 | $3.24M | Buy |
+79,773
| New | +$3.24M | 0.95% | 26 |
|