Wellesley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $258K | Buy |
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|
2019
Q2 | $234K | Sell |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $252K | Buy |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $227K | Buy |
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|
2017
Q3 | $223K | Buy |
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|
2017
Q2 | $216K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $205K | Hold |
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|
2016
Q2 | $220K | Buy |
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|
2016
Q1 | $207K | Buy |
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