WFG Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $644K | Buy |
14,349
+2,439
| +20% | +$109K | 0.15% | 165 |
|
|
2017
Q1 | $505K | Sell |
11,910
-855
| -7% | -$36.3K | 0.13% | 167 |
|
|
2016
Q4 | $529K | Sell |
12,765
-3,344
| -21% | -$139K | 0.13% | 197 |
|
|
2016
Q3 | $682K | Buy |
16,109
+2
| +0% | +$85 | 0.17% | 147 |
|
|
2016
Q2 | $730K | Buy |
16,107
+201
| +1% | +$9.11K | 0.19% | 124 |
|
|
2016
Q1 | $738K | Sell |
15,906
-1,228
| -7% | -$57K | 0.21% | 113 |
|
|
2015
Q4 | $736K | Buy |
17,134
+1,245
| +8% | +$53.5K | 0.22% | 113 |
|
|
2015
Q3 | $637K | Sell |
15,889
-7,627
| -32% | -$306K | 0.2% | 119 |
|
|
2015
Q2 | $923K | Buy |
23,516
+11,431
| +95% | +$449K | 0.25% | 86 |
|
|
2015
Q1 | $490K | Sell |
12,085
-4,192
| -26% | -$170K | 0.14% | 179 |
|
|
2014
Q4 | $687K | Sell |
16,277
-7,626
| -32% | -$322K | 0.14% | 163 |
|
|
2014
Q3 | $1.02M | Buy |
23,903
+1,759
| +8% | +$75.1K | 0.19% | 119 |
|
|
2014
Q2 | $938K | Buy |
22,144
+531
| +2% | +$22.5K | 0.17% | 142 |
|
|
2014
Q1 | $836K | Sell |
21,613
-6,882
| -24% | -$266K | 0.17% | 150 |
|
|
2013
Q4 | $1.18M | Buy |
28,495
+533
| +2% | +$22K | 0.17% | 143 |
|
|
2013
Q3 | $1.06M | Sell |
27,962
-423
| -1% | -$16K | 0.16% | 156 |
|
|
2013
Q2 | $1.14M | Buy |
+28,385
| New | +$1.14M | 0.19% | 136 |
|