Sound View Wealth Advisors, LLC KO Holdings History
Number of Shares
173,052.00
Current Holdings Value*
$8.11 Mil
% of Portfolio
2.73%
Total Estimate Gain
$3.84 Mil
% of Total Estimate Gain
46.30%
Sound View Wealth Advisors, LLC's Coca-Cola Co Holding Summary
As of 2019-03-31, Sound View Wealth Advisors, LLC held 173,052.00 shares of Coca-Cola Co(KO), totaling $8.11 Mil. This investment constitutes 2.73% of their stock portfolio, and Sound View Wealth Advisors, LLC now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2018Q4. And since then Sound View Wealth Advisors, LLC has made 1 purchases of KO, at an average price of $47.89, for a total of 173,052.00 shares. Based on historical transaction data and KO's current price of $70.07, Sound View Wealth Advisors, LLC's estimated gain on his KO holdings is $3.84 Mil, reflecting a 46.30% gain to date.
Sound View Wealth Advisors, LLC KO ($70.07) Holding Chart
Sound View Wealth Advisors, LLC KO ($70.07) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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