WealthSource Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $873K | Sell |
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|
2023
Q3 | $842K | Sell |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $1.1M | Sell |
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|
2022
Q3 | $977K | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $970K | Buy |
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|
2020
Q4 | $826K | Sell |
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|
2020
Q3 | $770K | Sell |
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|
2020
Q2 | $719K | Sell |
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|
2020
Q1 | $730K | Buy |
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|
2019
Q4 | $851K | Sell |
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|
2019
Q3 | $846K | Buy |
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|
2019
Q2 | $724K | Buy |
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|
2019
Q1 | $575K | Buy |
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|
2018
Q4 | $500K | Buy |
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|
2018
Q3 | $441K | Sell |
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|
2018
Q2 | $506K | Buy |
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|
2018
Q1 | $485K | Sell |
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|
2017
Q4 | $839K | Buy |
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|
2017
Q3 | $798K | Buy |
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|
2017
Q2 | $792K | Sell |
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|
2017
Q1 | $752K | Sell |
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|
2016
Q4 | $760K | Buy |
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|
2016
Q3 | $746K | Buy |
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|
2016
Q2 | $263K | Buy |
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|
2016
Q1 | $203K | Buy |
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