Wealthfront’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.04M | Buy |
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|
2018
Q2 | $3.78M | Sell |
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|
2018
Q1 | $5.3M | Buy |
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|
2017
Q4 | $4.67M | Buy |
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|
2017
Q3 | $4.56M | Buy |
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|
2017
Q2 | $3.87M | Buy |
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|
2017
Q1 | $2.3M | Buy |
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|
2016
Q4 | $1.72M | Sell |
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|
2016
Q3 | $3.42M | Sell |
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|
2016
Q2 | $3.99M | Sell |
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|
2016
Q1 | $4.15M | Buy |
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|
2015
Q4 | $2.46M | Buy |
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|
2015
Q3 | $1.78M | Buy |
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|
2015
Q2 | $928K | Buy |
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|
2015
Q1 | $551K | Sell |
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|
2014
Q4 | $1.09M | Buy |
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|
2014
Q3 | $836K | Buy |
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|
2014
Q2 | $656K | Buy |
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|
2014
Q1 | $215K | Buy |
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