Whitegate Investment Counselors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $913K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $974K | Sell |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $912K | Buy |
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|
2020
Q2 | $598K | Hold |
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|
2020
Q1 | $592K | Hold |
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|
2019
Q4 | $741K | Sell |
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|
2019
Q3 | $750K | Sell |
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|
2019
Q2 | $766K | Sell |
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|
2019
Q1 | $710K | Hold |
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|
2018
Q4 | $717K | Hold |
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|
2018
Q3 | $700K | Sell |
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|
2018
Q2 | $724K | Hold |
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|
2018
Q1 | $717K | Sell |
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|
2017
Q4 | $760K | Sell |
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|
2017
Q3 | $751K | Sell |
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|
2017
Q2 | $769K | Sell |
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|
2017
Q1 | $759K | Sell |
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|
2016
Q4 | $788K | Sell |
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|
2016
Q3 | $1.29M | Sell |
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|
2016
Q2 | $1.8M | Buy |
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|
2014
Q1 | $1.92M | Buy |
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