Laurel Wealth Advisors (California)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.84M | Buy |
28,932
+438
| +2% | +$27.9K | 0.18% | 127 |
|
|
2022
Q3 | $1.6M | Buy |
28,494
+171
| +0.6% | +$9.58K | 0.17% | 134 |
|
|
2022
Q2 | $1.78M | Sell |
28,323
-2,168
| -7% | -$136K | 0.18% | 120 |
|
|
2022
Q1 | $1.89M | Sell |
30,491
-2,752
| -8% | -$171K | 0.16% | 140 |
|
|
2021
Q4 | $1.97M | Buy |
33,243
+6,574
| +25% | +$389K | 0.15% | 137 |
|
|
2021
Q3 | $1.4M | Sell |
26,669
-553
| -2% | -$29K | 0.26% | 83 |
|
|
2021
Q2 | $1.47M | Buy |
27,222
+1,482
| +6% | +$80.2K | 0.19% | 121 |
|
|
2021
Q1 | $1.36M | Buy |
25,740
+330
| +1% | +$17.4K | 0.21% | 110 |
|
|
2020
Q4 | $1.39M | Sell |
25,410
-588
| -2% | -$32.2K | 0.2% | 118 |
|
|
2020
Q3 | $1.28M | Sell |
25,998
-1,188
| -4% | -$58.7K | 0.21% | 116 |
|
|
2020
Q2 | $1.22M | Sell |
27,186
-1,095
| -4% | -$48.9K | 0.22% | 113 |
|
|
2020
Q1 | $1.25M | Sell |
28,281
-3,486
| -11% | -$154K | 0.29% | 95 |
|
|
2019
Q4 | $1.76M | Sell |
31,767
-8,141
| -20% | -$451K | 0.29% | 83 |
|
|
2019
Q3 | $2.17M | Buy |
39,908
+5,048
| +14% | +$275K | 0.37% | 66 |
|
|
2019
Q2 | $1.78M | Buy |
34,860
+721
| +2% | +$36.7K | 0.39% | 61 |
|
|
2019
Q1 | $1.6M | Sell |
34,139
-1,597
| -4% | -$74.8K | 0.39% | 64 |
|
|
2018
Q4 | $1.69M | Sell |
35,736
-3,388
| -9% | -$160K | 0.5% | 48 |
|
|
2018
Q3 | $1.81M | Buy |
39,124
+152
| +0.4% | +$7.02K | 0.44% | 56 |
|
|
2018
Q2 | $1.71M | Buy |
38,972
+193
| +0.5% | +$8.46K | 0.46% | 55 |
|
|
2018
Q1 | $1.68M | Buy |
38,779
+776
| +2% | +$33.7K | 0.52% | 48 |
|
|
2017
Q4 | $1.74M | Buy |
38,003
+1,135
| +3% | +$52.1K | 0.5% | 53 |
|
|
2017
Q3 | $1.66M | Buy |
36,868
+182
| +0.5% | +$8.19K | 0.56% | 44 |
|
|
2017
Q2 | $1.65M | Sell |
36,686
-9,600
| -21% | -$430K | 0.58% | 41 |
|
|
2017
Q1 | $1.96M | Sell |
46,286
-2,803
| -6% | -$119K | 0.76% | 26 |
|
|
2016
Q4 | $2.04M | Buy |
49,089
+15,984
| +48% | +$663K | 0.9% | 22 |
|
|
2016
Q3 | $1.4M | Sell |
33,105
-147
| -0.4% | -$6.22K | 0.66% | 42 |
|
|
2016
Q2 | $1.51M | Sell |
33,252
-312
| -0.9% | -$14.1K | 0.72% | 35 |
|
|
2016
Q1 | $1.56M | Sell |
33,564
-773
| -2% | -$35.9K | 0.78% | 33 |
|
|
2015
Q4 | $1.48M | Buy |
+34,337
| New | +$1.48M | 0.76% | 30 |
|