Paradigm Financial Advisors’s Coca-Cola KO Stock Holding History

Paradigm Financial Advisors’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$772K	Hold	13,033	–	–	0.17%	92
2021 Q3	$684K	Sell	13,033 -1,590	-11%	-$83.4K	0.16%	99
2021 Q2	$791K	Sell	14,623 -1,125	-7%	-$60.9K	0.18%	97
2021 Q1	$830K	Sell	15,748 -2,453	-13%	-$129K	0.2%	91
2020 Q4	$998K	Sell	18,201 -625	-3%	-$34.3K	0.27%	67
2020 Q3	$929K	Sell	18,826 -5,440	-22%	-$268K	0.26%	59
2020 Q2	$1.08M	Sell	24,266 -850	-3%	-$38K	0.34%	53
2020 Q1	$1.11M	Sell	25,116 -4,067	-14%	-$180K	0.41%	53
2019 Q4	$1.62M	Buy	29,183 +120	+0.4%	+$6.64K	0.55%	48
2019 Q3	$1.58M	Sell	29,063 -1,600	-5%	-$87.1K	0.62%	46
2019 Q2	$1.56M	Sell	30,663 -1,721	-5%	-$87.6K	0.57%	47
2019 Q1	$1.52M	Sell	32,384 -5,409	-14%	-$254K	0.58%	47
2018 Q4	$1.79M	Sell	37,793 -968	-2%	-$45.8K	0.8%	37
2018 Q3	$1.79M	Sell	38,761 -792	-2%	-$36.6K	0.7%	40
2018 Q2	$1.73M	Sell	39,553 -3,000	-7%	-$132K	0.74%	38
2018 Q1	$1.85M	Sell	42,553 -867	-2%	-$37.7K	0.81%	37
2017 Q4	$1.99M	Buy	43,420 +25	+0.1%	+$1.15K	0.9%	35
2017 Q3	$1.95M	Sell	43,395 -1,170	-3%	-$52.7K	0.94%	35
2017 Q2	$2M	Sell	44,565 -3,244	-7%	-$146K	1.01%	34
2017 Q1	$2.03M	Sell	47,809 -7,723	-14%	-$328K	1.04%	31
2016 Q4	$2.3M	Buy	55,532 +41	+0.1%	+$1.7K	1.26%	28
2016 Q3	$2.35M	Sell	55,491 -5,230	-9%	-$221K	1.41%	25
2016 Q2	$2.75M	Sell	60,721 -826	-1%	-$37.4K	1.67%	21
2016 Q1	$2.86M	Buy	61,547 +586	+1%	+$27.2K	1.11%	21
2015 Q4	$2.62M	Buy	60,961 +269	+0.4%	+$11.6K	1.64%	24
2015 Q3	$2.43M	Buy	60,692 +24,373	+67%	+$977K	1.6%	24
2015 Q2	$1.42M	Buy	36,319 +875	+2%	+$34.3K	1.07%	29
2015 Q1	$1.44M	Sell	35,444 -100	-0.3%	-$4.05K	1.11%	30
2014 Q4	$1.5M	Buy	35,544 +411	+1%	+$17.3K	1.22%	28
2014 Q3	$1.5M	Buy	35,133 +2,052	+6%	+$87.5K	1.28%	27
2014 Q2	$1.4M	Buy	33,081 +3,480	+12%	+$147K	1.2%	29
2014 Q1	$1.14M	Buy	29,601 +8,222	+38%	+$318K	1.05%	32
2013 Q4	$883K	Buy	+21,379	New	+$883K	0.87%	34