Kays Financial Advisory’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $285K | Sell |
5,777
-485
| -8% | -$23.3K | 0.05% | 78 |
|
|
2020
Q2 | $280K | Buy |
6,262
+654
| +12% | +$30.1K | 0.05% | 77 |
|
|
2020
Q1 | $248K | Sell |
5,608
-372
| -6% | -$20.1K | 0.05% | 69 |
|
|
2019
Q4 | $331K | Sell |
5,980
-21,978
| -79% | -$1.18M | 0.06% | 71 |
|
|
2019
Q3 | $1.52M | Buy |
27,958
+2,187
| +8% | +$117K | 0.28% | 51 |
|
|
2019
Q2 | $1.31M | Sell |
25,771
-27
| -0.1% | -$1.32K | 0.24% | 55 |
|
|
2019
Q1 | $1.21M | Buy |
25,798
+18,512
| +254% | +$866K | 0.23% | 57 |
|
|
2018
Q4 | $345K | Buy |
7,286
+889
| +14% | +$42.5K | 0.08% | 82 |
|
|
2018
Q3 | $295K | Sell |
6,397
-29
| -0.5% | -$1.32K | 0.06% | 75 |
|
|
2018
Q2 | $282K | Sell |
6,426
-1,267
| -16% | -$54.7K | 0.06% | 71 |
|
|
2018
Q1 | $334K | Sell |
7,693
-11,400
| -60% | -$512K | 0.08% | 61 |
|
|
2017
Q4 | $876K | Buy |
19,093
+729
| +4% | +$33.5K | 0.26% | 50 |
|
|
2017
Q3 | $826K | Sell |
18,364
-328
| -2% | -$14.9K | 0.26% | 51 |
|
|
2017
Q2 | $839K | Buy |
18,692
+894
| +5% | +$39.5K | 0.28% | 50 |
|
|
2017
Q1 | $756K | Buy |
17,798
+729
| +4% | +$30.4K | 0.27% | 53 |
|
|
2016
Q4 | $708K | Buy |
17,069
+10,273
| +151% | +$428K | 0.28% | 53 |
|
|
2016
Q3 | $288K | Buy |
6,796
+73
| +1% | +$3.2K | 0.12% | 53 |
|
|
2016
Q2 | $305K | Sell |
6,723
-1,271
| -16% | -$57.4K | 0.14% | 54 |
|
|
2016
Q1 | $371K | Sell |
7,994
-1,026
| -11% | -$44.7K | 0.18% | 53 |
|
|
2015
Q4 | $387K | Buy |
9,020
+478
| +6% | +$20.3K | 0.2% | 51 |
|
|
2015
Q3 | $343K | Buy |
8,542
+3
| +0% | +$120 | 0.2% | 52 |
|
|
2015
Q2 | $335K | Buy |
8,539
+3
| +0% | +$122 | 0.19% | 51 |
|
|
2015
Q1 | $346K | Sell |
8,536
-16
| -0.2% | -$669 | 0.2% | 44 |
|
|
2014
Q4 | $361K | Sell |
8,552
-139
| -2% | -$5.94K | 0.24% | 34 |
|
|
2014
Q3 | $371K | Buy |
8,691
+3
| +0% | +$124 | 0.27% | 23 |
|
|
2014
Q2 | $368K | Buy |
8,688
+4
| +0% | +$162 | 0.26% | 22 |
|
|
2014
Q1 | $336K | Sell |
8,684
-650
| -7% | -$25.1K | 0.24% | 24 |
|
|
2013
Q4 | $385K | Buy |
+9,334
| New | +$368K | 0.29% | 22 |
|
Other funds holding KO
