Private Wealth Advisors (Pennsylvania)’s Coca-Cola KO Stock Holding History

Private Wealth Advisors (Pennsylvania)’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	$1.74M	Sell	31,709 -763	-2%	-$41.8K	0.99%	25
2020 Q3	$1.6M	Sell	32,472 -579	-2%	-$28.6K	1.03%	24
2020 Q2	$1.48M	Buy	33,051 +500	+2%	+$22.3K	1.01%	23
2020 Q1	$1.48M	Buy	32,551 +48	+0.1%	+$2.19K	1.13%	23
2019 Q4	$1.85M	Sell	32,503 -4,735	-13%	-$270K	0.99%	32
2019 Q3	$2.03M	Sell	37,238 -18,160	-33%	-$989K	1.03%	31
2019 Q2	$2.82M	Buy	55,398 +10	+0%	+$509	1%	33
2019 Q1	$2.6M	Buy	55,388 +281	+0.5%	+$13.2K	0.97%	35
2018 Q4	$2.61M	Sell	55,107 -151	-0.3%	-$7.15K	1.13%	31
2018 Q3	$2.55M	Sell	55,258 -1,001	-2%	-$46.2K	0.94%	35
2018 Q2	$2.47M	Buy	56,259 +1,323	+2%	+$58K	0.98%	32
2018 Q1	$2.39M	Sell	54,936 -2,702	-5%	-$117K	0.96%	34
2017 Q4	$2.64M	Sell	57,638 -52	-0.1%	-$2.39K	1.02%	32
2017 Q3	$2.6M	Sell	57,690 -282	-0.5%	-$12.7K	1.07%	31
2017 Q2	$2.6M	Sell	57,972 -1,243	-2%	-$55.7K	1.11%	28
2017 Q1	$2.51M	Sell	59,215 -2,531	-4%	-$107K	1.13%	26
2016 Q4	$2.56M	Sell	61,746 -4,072	-6%	-$169K	1.19%	24
2016 Q3	$2.79M	Buy	65,818 +7,567	+13%	+$320K	1.32%	23
2016 Q2	$2.64M	Sell	58,251 -94	-0.2%	-$4.26K	1.3%	24
2016 Q1	$2.71M	Sell	58,345 -881	-1%	-$40.9K	1.44%	21
2015 Q4	$2.54M	Sell	59,226 -3,836	-6%	-$165K	1.43%	23
2015 Q3	$2.53M	Buy	63,062 +3	+0%	+$120	1.27%	23
2015 Q2	$2.47M	Sell	63,059 -1,159	-2%	-$45.5K	1.12%	28
2015 Q1	$2.6M	Sell	64,218 -3,056	-5%	-$124K	1.22%	28
2014 Q4	$2.84M	Sell	67,274 -782	-1%	-$33K	1.37%	22
2014 Q3	$2.9M	Sell	68,056 -880	-1%	-$37.5K	1.53%	18
2014 Q2	$2.92M	Sell	68,936 -1,805	-3%	-$76.5K	1.5%	15
2014 Q1	$2.74M	Sell	70,741 -665	-0.9%	-$25.7K	1.49%	17
2013 Q4	$2.95M	Sell	71,406 -175	-0.2%	-$7.23K	1.61%	15
2013 Q3	$2.71M	Buy	71,581 +1,315	+2%	+$49.8K	1.6%	15
2013 Q2	$2.82M	Buy	+70,266	New	+$2.82M	1.75%	14