Taylor Wealth Management Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,300
| Closed | -$109K | – | 85 |
|
|
2018
Q4 | $109K | Hold |
2,300
| – | – | 0.06% | 50 |
|
|
2018
Q3 | $106K | Hold |
2,300
| – | – | 0.05% | 62 |
|
|
2018
Q2 | $101K | Sell |
2,300
-400
| -15% | -$17.6K | 0.04% | 64 |
|
|
2018
Q1 | $117K | Buy |
2,700
+860
| +47% | +$37.3K | 0.06% | 58 |
|
|
2017
Q4 | $84K | Sell |
1,840
-10
| -0.5% | -$457 | 0.04% | 88 |
|
|
2017
Q3 | $83K | Sell |
1,850
-135
| -7% | -$6.06K | 0.04% | 89 |
|
|
2017
Q2 | $89K | Hold |
1,985
| – | – | 0.04% | 84 |
|
|
2017
Q1 | $84K | Sell |
1,985
-640
| -24% | -$27.1K | 0.04% | 89 |
|
|
2016
Q4 | $109K | Sell |
2,625
-275
| -9% | -$11.4K | 0.05% | 72 |
|
|
2016
Q3 | $123K | Sell |
2,900
-70
| -2% | -$2.97K | 0.06% | 64 |
|
|
2016
Q2 | $135K | Buy |
2,970
+1,670
| +128% | +$75.9K | 0.05% | 57 |
|
|
2016
Q1 | $60K | Buy |
+1,300
| New | +$60K | 0.03% | 80 |
|
|
2015
Q4 | – | Sell |
-500
| Closed | -$20K | – | 152 |
|
|
2015
Q3 | $20K | Sell |
500
-500
| -50% | -$20K | 0.01% | 97 |
|
|
2015
Q2 | $39K | Sell |
1,000
-200
| -17% | -$7.8K | 0.01% | 103 |
|
|
2015
Q1 | $49K | Buy |
+1,200
| New | +$49K | 0.02% | 83 |
|