TrueWealth LLC’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $51.5M | Sell |
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2020
Q1 | $51M | Sell |
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|
2019
Q4 | $63.8M | Buy |
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|
2019
Q3 | $60M | Sell |
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|
2019
Q2 | $57.4M | Sell |
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|
2019
Q1 | $56M | Sell |
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|
2018
Q4 | $56.7M | Sell |
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|
2018
Q3 | $58.8M | Sell |
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|
2018
Q2 | $61.7M | Buy |
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|
2018
Q1 | $58.3M | Buy |
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|
2017
Q4 | $61.6M | Buy |
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