TrueWealth LLC’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $51.5M | Sell |
1,151,534
-1,416
| -0.1% | -$63.3K | 21.63% | 1 |
|
|
2020
Q1 | $51M | Sell |
1,152,950
-84
| -0% | -$3.72K | 24.84% | 1 |
|
|
2019
Q4 | $63.8M | Buy |
1,153,034
+51,381
| +5% | +$2.84M | 25.84% | 1 |
|
|
2019
Q3 | $60M | Sell |
1,101,653
-24,807
| -2% | -$1.35M | 25.89% | 1 |
|
|
2019
Q2 | $57.4M | Sell |
1,126,460
-68,083
| -6% | -$3.47M | 25.5% | 1 |
|
|
2019
Q1 | $56M | Sell |
1,194,543
-3,201
| -0.3% | -$150K | 25.9% | 1 |
|
|
2018
Q4 | $56.7M | Sell |
1,197,744
-75,877
| -6% | -$3.59M | 28.71% | 1 |
|
|
2018
Q3 | $58.8M | Sell |
1,273,621
-134,099
| -10% | -$6.19M | 26.97% | 1 |
|
|
2018
Q2 | $61.7M | Buy |
1,407,720
+65,528
| +5% | +$2.87M | 29.37% | 1 |
|
|
2018
Q1 | $58.3M | Buy |
1,342,192
+317
| +0% | +$13.8K | 29.38% | 1 |
|
|
2017
Q4 | $61.6M | Buy |
+1,341,875
| New | +$61.6M | 28.9% | 1 |
|