Wealthspire Advisors (Maryland)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.38M | Sell |
|
|||||
|
2020
Q2 | $4.96M | Sell |
|
|||||
|
2020
Q1 | $4.96M | Sell |
|
|||||
|
2019
Q4 | $6.44M | Buy |
|
|||||
|
2019
Q3 | $6.11M | Sell |
|
|||||
|
2019
Q2 | $5.76M | Buy |
|
|||||
|
2019
Q1 | $5.04M | Buy |
|
|||||
|
2018
Q4 | $5M | Buy |
|
|||||
|
2018
Q3 | $3.58M | Sell |
|
|||||
|
2018
Q2 | $3.42M | Sell |
|
|||||
|
2018
Q1 | $3.45M | Buy |
|
|||||
|
2017
Q4 | $3.45M | Buy |
|
|||||
|
2017
Q3 | $3.32M | Sell |
|
|||||
|
2017
Q2 | $3.56M | Buy |
|
|||||
|
2017
Q1 | $3.01M | Buy |
|
|||||
|
2016
Q4 | $2.67M | Sell |
|
|||||
|
2016
Q3 | $2.83M | Sell |
|
|||||
|
2016
Q2 | $3.17M | Sell |
|
|||||
|
2016
Q1 | $3.38M | Sell |
|
|||||
|
2015
Q4 | $3.22M | Buy |
|