Northstar Wealth Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.49M | Sell |
50,464
-2,471
| -5% | -$122K | 1.16% | 29 |
|
|
2020
Q2 | $2.37M | Buy |
52,935
+2,214
| +4% | +$98.9K | 0.99% | 34 |
|
|
2020
Q1 | $2.24M | Buy |
50,721
+2,819
| +6% | +$125K | 1.14% | 24 |
|
|
2019
Q4 | $2.65M | Buy |
47,902
+15
| +0% | +$830 | 1.09% | 24 |
|
|
2019
Q3 | $2.61M | Buy |
47,887
+56
| +0.1% | +$3.05K | 1.14% | 22 |
|
|
2019
Q2 | $2.44M | Buy |
47,831
+524
| +1% | +$26.7K | 1.08% | 26 |
|
|
2019
Q1 | $2.22M | Buy |
47,307
+2,675
| +6% | +$125K | 1.02% | 30 |
|
|
2018
Q4 | $2.11M | Buy |
44,632
+371
| +0.8% | +$17.6K | 1.11% | 26 |
|
|
2018
Q3 | $2.04M | Buy |
44,261
+6,151
| +16% | +$284K | 0.98% | 33 |
|
|
2018
Q2 | $1.67M | Sell |
38,110
-96
| -0.3% | -$4.21K | 0.84% | 39 |
|
|
2018
Q1 | $1.66M | Buy |
38,206
+5,633
| +17% | +$245K | 0.85% | 35 |
|
|
2017
Q4 | $1.5M | Sell |
32,573
-25
| -0.1% | -$1.15K | 1.33% | 18 |
|
|
2017
Q3 | $1.48M | Sell |
32,598
-1,830
| -5% | -$83.1K | 1.44% | 18 |
|
|
2017
Q2 | $1.53M | Sell |
34,428
-2,096
| -6% | -$93K | 1.39% | 16 |
|
|
2017
Q1 | $1.56M | Buy |
+36,524
| New | +$1.56M | 1.45% | 18 |
|