AmeriServ Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $855K | Buy |
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|
2018
Q3 | $696K | Buy |
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|
2018
Q2 | $655K | Buy |
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|
2018
Q1 | $609K | Sell |
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|
2017
Q4 | $688K | Buy |
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|
2017
Q1 | $571K | Buy |
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|
2016
Q4 | $542K | Sell |
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|
2016
Q3 | $556K | Sell |
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|
2016
Q2 | $604K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $217K | Sell |
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|
2014
Q4 | $230K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $566K | Sell |
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|
2013
Q3 | $528K | Hold |
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|
2013
Q2 | $559K | Buy |
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