Wealthfront’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.05M | Buy |
87,581
+1,315
| +2% | +$60.7K | 0.04% | 75 |
|
|
2018
Q2 | $3.78M | Sell |
86,266
-35,847
| -29% | -$1.57M | 0.04% | 76 |
|
|
2018
Q1 | $5.3M | Buy |
122,113
+20,330
| +20% | +$883K | 0.05% | 57 |
|
|
2017
Q4 | $4.67M | Buy |
101,783
+546
| +0.5% | +$25.1K | 0.05% | 63 |
|
|
2017
Q3 | $4.56M | Buy |
101,237
+15,016
| +17% | +$676K | 0.06% | 60 |
|
|
2017
Q2 | $3.87M | Buy |
86,221
+31,946
| +59% | +$1.43M | 0.06% | 58 |
|
|
2017
Q1 | $2.3M | Buy |
54,275
+12,880
| +31% | +$547K | 0.04% | 73 |
|
|
2016
Q4 | $1.72M | Sell |
41,395
-39,525
| -49% | -$1.64M | 0.04% | 81 |
|
|
2016
Q3 | $3.43M | Sell |
80,920
-7,002
| -8% | -$296K | 0.08% | 47 |
|
|
2016
Q2 | $3.99M | Sell |
87,922
-1,503
| -2% | -$68.1K | 0.11% | 40 |
|
|
2016
Q1 | $4.15M | Buy |
89,425
+32,284
| +56% | +$1.5M | 0.13% | 34 |
|
|
2015
Q4 | $2.46M | Buy |
57,141
+12,778
| +29% | +$549K | 0.09% | 45 |
|
|
2015
Q3 | $1.78M | Buy |
44,363
+20,697
| +87% | +$830K | 0.07% | 56 |
|
|
2015
Q2 | $928K | Buy |
23,666
+10,087
| +74% | +$396K | 0.04% | 63 |
|
|
2015
Q1 | $551K | Sell |
13,579
-12,174
| -47% | -$494K | 0.03% | 75 |
|
|
2014
Q4 | $1.09M | Buy |
25,753
+6,158
| +31% | +$260K | 0.06% | 34 |
|
|
2014
Q3 | $836K | Buy |
19,595
+4,071
| +26% | +$174K | 0.06% | 39 |
|
|
2014
Q2 | $656K | Buy |
15,524
+9,924
| +177% | +$419K | 0.06% | 31 |
|
|
2014
Q1 | $215K | Buy |
+5,600
| New | +$215K | 0.03% | 51 |
|