WFG Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $644K | Buy |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $529K | Sell |
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|
2016
Q3 | $682K | Buy |
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|
2016
Q2 | $730K | Buy |
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|
2016
Q1 | $738K | Sell |
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|
2015
Q4 | $736K | Buy |
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|
2015
Q3 | $637K | Sell |
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|
2015
Q2 | $923K | Buy |
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|
2015
Q1 | $490K | Sell |
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|
2014
Q4 | $687K | Sell |
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|
2014
Q3 | $1.02M | Buy |
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|
2014
Q2 | $938K | Buy |
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|
2014
Q1 | $836K | Sell |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $1.06M | Sell |
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|
2013
Q2 | $1.14M | Buy |
|