Pinnacle Advisory Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,209
| Closed | -$231K | – | 252 |
|
|
2020
Q4 | $231K | Buy |
4,209
+17
| +0.4% | +$933 | 0.01% | 174 |
|
|
2020
Q3 | $207K | Buy |
+4,192
| New | +$207K | 0.01% | 168 |
|
|
2018
Q2 | – | Sell |
-5,471
| Closed | -$238K | – | 168 |
|
|
2018
Q1 | $238K | Buy |
5,471
+227
| +4% | +$9.88K | 0.01% | 172 |
|
|
2017
Q4 | $241K | Sell |
5,244
-937
| -15% | -$43.1K | 0.01% | 185 |
|
|
2017
Q3 | $278K | Sell |
6,181
-446
| -7% | -$20.1K | 0.02% | 164 |
|
|
2017
Q2 | $297K | Buy |
6,627
+43
| +0.7% | +$1.93K | 0.02% | 160 |
|
|
2017
Q1 | $279K | Buy |
6,584
+1,355
| +26% | +$57.4K | 0.02% | 163 |
|
|
2016
Q4 | $217K | Buy |
5,229
+1
| +0% | +$41 | 0.01% | 179 |
|
|
2016
Q3 | $218K | Buy |
+5,228
| New | +$218K | 0.02% | 120 |
|
|
2016
Q2 | – | Sell |
-6,118
| Closed | -$283K | – | 139 |
|
|
2016
Q1 | $283K | Buy |
+6,118
| New | +$283K | 0.03% | 88 |
|
|
2015
Q3 | – | Sell |
-24,183
| Closed | -$948K | – | 114 |
|
|
2015
Q2 | $948K | Sell |
24,183
-101
| -0.4% | -$3.96K | 0.09% | 38 |
|
|
2015
Q1 | $984K | Sell |
24,284
-1,499
| -6% | -$60.7K | 0.09% | 51 |
|
|
2014
Q4 | $1.09M | Sell |
25,783
-11
| -0% | -$464 | 0.1% | 53 |
|
|
2014
Q3 | $1.1M | Sell |
25,794
-405
| -2% | -$17.3K | 0.14% | 37 |
|
|
2014
Q2 | $1.11M | Buy |
26,199
+20,877
| +392% | +$884K | 0.13% | 39 |
|
|
2014
Q1 | $206K | Buy |
+5,322
| New | +$206K | 0.02% | 99 |
|