Weld Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-47,647
| Closed | -$2.61M | – | 447 |
|
|
2020
Q4 | $2.61M | Buy |
+47,647
| New | +$2.61M | 1.03% | 2 |
|
|
2020
Q3 | – | Sell |
-28,695
| Closed | -$1.28M | – | 578 |
|
|
2020
Q2 | $1.28M | Buy |
+28,695
| New | +$1.28M | 0.5% | 41 |
|
|
2020
Q1 | – | Sell |
-25,026
| Closed | -$1.39M | – | 578 |
|
|
2019
Q4 | $1.39M | Buy |
25,026
+20,885
| +504% | +$1.16M | 0.27% | 118 |
|
|
2019
Q3 | $225K | Sell |
4,141
-14,016
| -77% | -$762K | 0.04% | 664 |
|
|
2019
Q2 | $925K | Buy |
+18,157
| New | +$925K | 0.17% | 198 |
|
|
2019
Q1 | – | Sell |
-29,022
| Closed | -$1.37M | – | 771 |
|
|
2018
Q4 | $1.37M | Buy |
+29,022
| New | +$1.37M | 0.31% | 69 |
|