Wealthspire Advisors (Maryland)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.38M | Sell |
108,873
-2,019
| -2% | -$99.7K | 0.19% | 64 |
|
|
2020
Q2 | $4.96M | Sell |
110,892
-1,214
| -1% | -$54.2K | 0.35% | 45 |
|
|
2020
Q1 | $4.96M | Sell |
112,106
-4,226
| -4% | -$187K | 0.43% | 40 |
|
|
2019
Q4 | $6.44M | Buy |
116,332
+4,161
| +4% | +$230K | 0.43% | 39 |
|
|
2019
Q3 | $6.11M | Sell |
112,171
-906
| -0.8% | -$49.3K | 0.45% | 39 |
|
|
2019
Q2 | $5.76M | Buy |
113,077
+5,571
| +5% | +$284K | 0.43% | 42 |
|
|
2019
Q1 | $5.04M | Buy |
107,506
+1,928
| +2% | +$90.4K | 0.38% | 45 |
|
|
2018
Q4 | $5M | Buy |
105,578
+27,975
| +36% | +$1.32M | 0.44% | 40 |
|
|
2018
Q3 | $3.58M | Sell |
77,603
-256
| -0.3% | -$11.8K | 0.3% | 49 |
|
|
2018
Q2 | $3.42M | Sell |
77,859
-1,544
| -2% | -$67.7K | 0.31% | 52 |
|
|
2018
Q1 | $3.45M | Buy |
79,403
+4,221
| +6% | +$183K | 0.32% | 54 |
|
|
2017
Q4 | $3.45M | Buy |
75,182
+1,327
| +2% | +$60.9K | 0.34% | 54 |
|
|
2017
Q3 | $3.32M | Sell |
73,855
-5,438
| -7% | -$245K | 0.36% | 43 |
|
|
2017
Q2 | $3.56M | Buy |
79,293
+8,441
| +12% | +$379K | 0.42% | 38 |
|
|
2017
Q1 | $3.01M | Buy |
70,852
+6,350
| +10% | +$269K | 0.43% | 36 |
|
|
2016
Q4 | $2.67M | Sell |
64,502
-2,422
| -4% | -$100K | 0.4% | 40 |
|
|
2016
Q3 | $2.83M | Sell |
66,924
-3,095
| -4% | -$131K | 0.44% | 37 |
|
|
2016
Q2 | $3.17M | Sell |
70,019
-2,954
| -4% | -$134K | 0.53% | 33 |
|
|
2016
Q1 | $3.39M | Sell |
72,973
-2,035
| -3% | -$94.4K | 0.6% | 31 |
|
|
2015
Q4 | $3.22M | Buy |
+75,008
| New | +$3.22M | 0.6% | 32 |
|