Point View Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $464K | Buy |
8,454
+1,398
| +20% | +$76.7K | 0.19% | 162 |
|
|
2020
Q3 | $348K | Buy |
7,056
+231
| +3% | +$11.4K | 0.16% | 172 |
|
|
2020
Q2 | $305K | Buy |
6,825
+331
| +5% | +$14.8K | 0.15% | 187 |
|
|
2020
Q1 | $287K | Buy |
6,494
+163
| +3% | +$7.2K | 0.16% | 184 |
|
|
2019
Q4 | $350K | Sell |
6,331
-1,837
| -22% | -$102K | 0.15% | 191 |
|
|
2019
Q3 | $445K | Buy |
8,168
+57
| +0.7% | +$3.11K | 0.2% | 154 |
|
|
2019
Q2 | $413K | Buy |
8,111
+80
| +1% | +$4.07K | 0.18% | 161 |
|
|
2019
Q1 | $376K | Hold |
8,031
| – | – | 0.17% | 169 |
|
|
2018
Q4 | $380K | Hold |
8,031
| – | – | 0.19% | 155 |
|
|
2018
Q3 | $371K | Buy |
8,031
+224
| +3% | +$10.3K | 0.17% | 171 |
|
|
2018
Q2 | $342K | Buy |
7,807
+309
| +4% | +$13.5K | 0.16% | 178 |
|
|
2018
Q1 | $326K | Buy |
7,498
+199
| +3% | +$8.65K | 0.16% | 177 |
|
|
2017
Q4 | $335K | Buy |
7,299
+100
| +1% | +$4.59K | 0.16% | 170 |
|
|
2017
Q3 | $325K | Hold |
7,199
| – | – | 0.16% | 175 |
|
|
2017
Q2 | $323K | Sell |
7,199
-96
| -1% | -$4.31K | 0.16% | 175 |
|
|
2017
Q1 | $310K | Sell |
7,295
-4
| -0.1% | -$170 | 0.16% | 172 |
|
|
2016
Q4 | $303K | Hold |
7,299
| – | – | 0.17% | 166 |
|
|
2016
Q3 | $309K | Sell |
7,299
-49
| -0.7% | -$2.07K | 0.18% | 164 |
|
|
2016
Q2 | $333K | Buy |
7,348
+449
| +7% | +$20.3K | 0.2% | 153 |
|
|
2016
Q1 | $320K | Sell |
6,899
-182
| -3% | -$8.44K | 0.21% | 152 |
|
|
2015
Q4 | $304K | Buy |
+7,081
| New | +$304K | 0.22% | 143 |
|