WealthSource Partners’s Coca-Cola KO Stock Holding History

WealthSource Partners’s Portfolio KO Stock Details KO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$873K	Sell	14,817 -231	-2%	-$13.6K	0.06%	224
2023 Q3	$842K	Sell	15,048 -855	-5%	-$47.9K	0.06%	212
2023 Q2	$958K	Sell	15,903 -236	-1%	-$14.2K	0.06%	198
2023 Q1	$1M	Sell	16,139 -1,113	-6%	-$69K	0.07%	197
2022 Q4	$1.1M	Sell	17,252 -189	-1%	-$12K	0.08%	181
2022 Q3	$977K	Sell	17,441 -3,750	-18%	-$210K	0.07%	195
2022 Q2	$1.33M	Sell	21,191 -2,239	-10%	-$141K	0.1%	157
2022 Q1	$1.45M	Buy	23,430 +663	+3%	+$41.1K	0.1%	163
2021 Q4	$1.35M	Buy	22,767 +872	+4%	+$51.6K	0.11%	145
2021 Q3	$1.15M	Buy	21,895 +2,332	+12%	+$122K	0.1%	153
2021 Q2	$1.06M	Buy	19,563 +1,157	+6%	+$62.6K	0.09%	157
2021 Q1	$970K	Buy	18,406 +3,339	+22%	+$176K	0.1%	159
2020 Q4	$826K	Sell	15,067 -539	-3%	-$29.5K	0.1%	141
2020 Q3	$770K	Sell	15,606 -496	-3%	-$24.5K	0.1%	133
2020 Q2	$719K	Sell	16,102 -389	-2%	-$17.4K	0.1%	141
2020 Q1	$730K	Buy	16,491 +1,115	+7%	+$49.4K	0.12%	131
2019 Q4	$851K	Sell	15,376 -164	-1%	-$9.08K	0.11%	158
2019 Q3	$846K	Buy	15,540 +1,323	+9%	+$72K	0.13%	170
2019 Q2	$724K	Buy	14,217 +1,952	+16%	+$99.4K	0.11%	178
2019 Q1	$575K	Buy	12,265 +1,711	+16%	+$80.2K	0.13%	150
2018 Q4	$500K	Buy	10,554 +1,002	+10%	+$47.5K	0.14%	149
2018 Q3	$441K	Sell	9,552 -1,994	-17%	-$92.1K	0.12%	164
2018 Q2	$506K	Buy	11,546 +386	+3%	+$16.9K	0.14%	153
2018 Q1	$485K	Sell	11,160 -7,128	-39%	-$310K	0.15%	146
2017 Q4	$839K	Buy	18,288 +561	+3%	+$25.7K	0.26%	90
2017 Q3	$798K	Buy	17,727 +79	+0.4%	+$3.56K	0.26%	94
2017 Q2	$792K	Sell	17,648 -66	-0.4%	-$2.96K	0.27%	91
2017 Q1	$752K	Sell	17,714 -608	-3%	-$25.8K	0.28%	92
2016 Q4	$760K	Buy	18,322 +700	+4%	+$29K	0.32%	69
2016 Q3	$746K	Buy	17,622 +11,810	+203%	+$500K	0.27%	84
2016 Q2	$263K	Buy	5,812 +1,440	+33%	+$65.2K	0.1%	191
2016 Q1	$203K	Buy	+4,372	New	+$203K	0.08%	211