SVA 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 | $2M | Buy |
36,483
+131
| +0.4% | +$7.19K | 0.17% | 94 |
|
|
2020
Q3 | $1.8M | Sell |
36,352
-1,170
| -3% | -$57.8K | 0.18% | 99 |
|
|
2020
Q2 | $1.68M | Sell |
37,522
-818
| -2% | -$36.5K | 0.18% | 103 |
|
|
2020
Q1 | $1.7M | Sell |
38,340
-5,300
| -12% | -$235K | 0.19% | 89 |
|
|
2019
Q4 | $2.42M | Sell |
43,640
-1,238
| -3% | -$68.5K | 0.22% | 83 |
|
|
2019
Q3 | $2.44M | Buy |
44,878
+40
| +0.1% | +$2.18K | 0.24% | 84 |
|
|
2019
Q2 | $2.28M | Sell |
44,838
-3,318
| -7% | -$169K | 0.22% | 86 |
|
|
2019
Q1 | $2.26M | Sell |
48,156
-247
| -0.5% | -$11.6K | 0.22% | 91 |
|
|
2018
Q4 | $2.29M | Sell |
48,403
-1,155
| -2% | -$54.7K | 0.26% | 85 |
|
|
2018
Q3 | $2.29M | Sell |
49,558
-2,551
| -5% | -$118K | 0.23% | 87 |
|
|
2018
Q2 | $2.29M | Sell |
52,109
-9,377
| -15% | -$411K | 0.25% | 86 |
|
|
2018
Q1 | $2.77M | Buy |
61,486
+1,282
| +2% | +$57.7K | 0.34% | 76 |
|
|
2017
Q4 | $2.76M | Sell |
60,204
-1,282
| -2% | -$58.8K | 0.32% | 79 |
|
|
2017
Q3 | $2.77M | Sell |
61,486
-36,685
| -37% | -$1.65M | 0.34% | 76 |
|
|
2017
Q2 | $4.4M | Buy |
98,171
+1,925
| +2% | +$86.3K | 0.57% | 54 |
|
|
2017
Q1 | $4.09M | Sell |
96,246
-19,239
| -17% | -$817K | 0.55% | 54 |
|
|
2016
Q4 | $4.79M | Sell |
115,485
-3,995
| -3% | -$166K | 0.71% | 43 |
|
|
2016
Q3 | $5.06M | Sell |
119,480
-8,641
| -7% | -$366K | 0.79% | 41 |
|
|
2016
Q2 | $5.81M | Buy |
128,121
+794
| +0.6% | +$36K | 0.94% | 29 |
|
|
2016
Q1 | $5.91M | Sell |
127,327
-19,464
| -13% | -$903K | 0.98% | 30 |
|
|
2015
Q4 | $6.31M | Sell |
146,791
-100
| -0.1% | -$4.3K | 1.09% | 25 |
|
|
2015
Q3 | $5.89M | Sell |
146,891
-3,363
| -2% | -$135K | 1.1% | 23 |
|
|
2015
Q2 | $5.89M | Buy |
150,254
+894
| +0.6% | +$35.1K | 1.08% | 26 |
|
|
2015
Q1 | $6.06M | Buy |
149,360
+98,300
| +193% | +$3.99M | 1.11% | 24 |
|
|
2014
Q4 | $2.16M | Buy |
51,060
+2,742
| +6% | +$116K | 0.78% | 31 |
|
|
2014
Q3 | $2.06M | Buy |
48,318
+627
| +1% | +$26.7K | 0.88% | 31 |
|
|
2014
Q2 | $2.02M | Buy |
47,691
+1,407
| +3% | +$59.6K | 0.86% | 31 |
|
|
2014
Q1 | $1.79M | Buy |
46,284
+11,582
| +33% | +$448K | 0.84% | 29 |
|
|
2013
Q4 | $1.43M | Buy |
+34,702
| New | +$1.43M | 0.86% | 28 |
|