Partnervest Advisory Services’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 | $452K | Buy |
9,145
+349
| +4% | +$16.8K | 0.14% | 121 |
|
|
2020
Q2 | $393K | Sell |
8,796
-453
| -5% | -$20.9K | 0.15% | 115 |
|
|
2020
Q1 | $409K | Buy |
9,249
+137
| +2% | +$7.4K | 0.18% | 100 |
|
|
2019
Q4 | $504K | Sell |
9,112
-2,095
| -19% | -$113K | 0.18% | 92 |
|
|
2019
Q3 | $610K | Buy |
11,207
+3,295
| +42% | +$176K | 0.22% | 87 |
|
|
2019
Q2 | $403K | Sell |
7,912
-150
| -2% | -$7.35K | 0.16% | 113 |
|
|
2019
Q1 | $378K | Sell |
8,062
-13
| -0.2% | -$608 | 0.16% | 121 |
|
|
2018
Q4 | $382K | Buy |
8,075
+205
| +3% | +$9.81K | 0.18% | 115 |
|
|
2018
Q3 | $364K | Buy |
7,870
+1,872
| +31% | +$85.5K | 0.14% | 141 |
|
|
2018
Q2 | $263K | Sell |
5,998
-2,616
| -30% | -$113K | 0.12% | 160 |
|
|
2018
Q1 | $374K | Buy |
8,614
+638
| +8% | +$28.7K | 0.18% | 126 |
|
|
2017
Q4 | $366K | Sell |
7,976
-75
| -0.9% | -$3.45K | 0.18% | 123 |
|
|
2017
Q3 | $362K | Sell |
8,051
-300
| -4% | -$13.6K | 0.18% | 123 |
|
|
2017
Q2 | $375K | Sell |
8,351
-128
| -2% | -$5.66K | 0.17% | 129 |
|
|
2017
Q1 | $360K | Sell |
8,479
-338
| -4% | -$14.1K | 0.16% | 127 |
|
|
2016
Q4 | $366K | Sell |
8,817
-57
| -0.6% | -$2.37K | 0.17% | 123 |
|
|
2016
Q3 | $376K | Sell |
8,874
-1,438
| -14% | -$63K | 0.18% | 124 |
|
|
2016
Q2 | $467K | Sell |
10,312
-692
| -6% | -$31.3K | 0.23% | 95 |
|
|
2016
Q1 | $510K | Buy |
11,004
+153
| +1% | +$6.66K | 0.28% | 84 |
|
|
2015
Q4 | $466K | Buy |
10,851
+2,931
| +37% | +$124K | 0.26% | 84 |
|
|
2015
Q3 | $318K | Sell |
7,920
-1,075
| -12% | -$43.1K | 0.18% | 111 |
|
|
2015
Q2 | $353K | Buy |
8,995
+1,797
| +25% | +$73.1K | 0.18% | 108 |
|
|
2015
Q1 | $292K | Sell |
7,198
-321
| -4% | -$13.4K | 0.15% | 115 |
|
|
2014
Q4 | $317K | Buy |
7,519
+105
| +1% | +$4.48K | 0.15% | 109 |
|
|
2014
Q3 | $316K | Sell |
7,414
-134
| -2% | -$5.54K | 0.16% | 108 |
|
|
2014
Q2 | $320K | Buy |
7,548
+58
| +0.8% | +$2.35K | 0.14% | 114 |
|
|
2014
Q1 | $290K | Hold |
7,490
| – | – | 0.13% | 113 |
|
|
2013
Q4 | $309K | Buy |
7,490
+980
| +15% | +$38.7K | 0.14% | 109 |
|
|
2013
Q3 | $247K | Sell |
6,510
-1,429
| -18% | -$56.5K | 0.13% | 97 |
|
|
2013
Q2 | $318K | Buy |
+7,939
| New | +$329K | 0.15% | 67 |
|
Other funds holding KO
