PWAG
Polaris Wealth Advisory Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $378K | Buy |
+6,756
| New | +$378K | 0.03% | 138 |
|
|
2023
Q2 | – | Sell |
-6,756
| Closed | -$419K | – | 174 |
|
|
2023
Q1 | $419K | Sell |
6,756
-102,896
| -94% | -$6.38M | 0.03% | 137 |
|
|
2022
Q4 | $6.8M | Sell |
109,652
-23,715
| -18% | -$1.47M | 0.51% | 64 |
|
|
2022
Q3 | $7.25M | Buy |
133,367
+50,792
| +62% | +$2.76M | 0.6% | 51 |
|
|
2022
Q2 | $5.2M | Buy |
82,575
+75,849
| +1,128% | +$4.77M | 0.42% | 58 |
|
|
2022
Q1 | $427K | Sell |
6,726
-200
| -3% | -$12.7K | 0.03% | 123 |
|
|
2021
Q4 | $410K | Buy |
6,926
+423
| +7% | +$25K | 0.02% | 136 |
|
|
2021
Q3 | $350K | Hold |
6,503
| – | – | 0.02% | 137 |
|
|
2021
Q2 | $351K | Buy |
6,503
+900
| +16% | +$48.6K | 0.02% | 134 |
|
|
2021
Q1 | $298K | Buy |
5,603
+499
| +10% | +$26.5K | 0.02% | 145 |
|
|
2020
Q4 | $261K | Sell |
5,104
-5,071
| -50% | -$259K | 0.02% | 159 |
|
|
2020
Q3 | $502K | Buy |
10,175
+3,213
| +46% | +$159K | 0.05% | 109 |
|
|
2020
Q2 | $312K | Sell |
6,962
-200
| -3% | -$8.96K | 0.02% | 118 |
|
|
2020
Q1 | $317K | Buy |
7,162
+983
| +16% | +$43.5K | 0.03% | 100 |
|
|
2019
Q4 | $351K | Sell |
6,179
-471
| -7% | -$26.8K | 0.02% | 123 |
|
|
2019
Q3 | $353K | Sell |
6,650
-504
| -7% | -$26.8K | 0.03% | 125 |
|
|
2019
Q2 | $369K | Buy |
7,154
+1,500
| +27% | +$77.4K | 0.03% | 116 |
|
|
2019
Q1 | $264K | Hold |
5,654
| – | – | 0.02% | 138 |
|
|
2018
Q4 | $268K | Buy |
5,654
+4,035
| +249% | +$191K | 0.03% | 126 |
|
|
2018
Q3 | $75K | Buy |
+1,619
| New | +$75K | 0.01% | 219 |
|
|
2018
Q2 | – | Sell |
-1,454
| Closed | -$63K | – | 343 |
|
|
2018
Q1 | $63K | Buy |
+1,454
| New | +$63K | 0.01% | 205 |
|