Atherton Lane Advisers’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $500K | Buy |
11,650
+580
| +5% | +$24.9K | 0.03% | 144 |
|
|
2015
Q3 | $444K | Buy |
11,070
+220
| +2% | +$8.82K | 0.03% | 145 |
|
|
2015
Q2 | $426K | Sell |
10,850
-12,492
| -54% | -$490K | 0.02% | 154 |
|
|
2015
Q1 | $947K | Sell |
23,342
-5,990
| -20% | -$243K | 0.05% | 124 |
|
|
2014
Q4 | $1.24M | Sell |
29,332
-2,840
| -9% | -$120K | 0.07% | 101 |
|
|
2014
Q3 | $1.37M | Sell |
32,172
-1,942
| -6% | -$82.8K | 0.08% | 99 |
|
|
2014
Q2 | $1.45M | Sell |
34,114
-13,035
| -28% | -$552K | 0.08% | 98 |
|
|
2014
Q1 | $1.82M | Sell |
47,149
-337,662
| -88% | -$13.1M | 0.11% | 78 |
|
|
2013
Q4 | $15.9M | Sell |
384,811
-79,384
| -17% | -$3.28M | 1% | 55 |
|
|
2013
Q3 | $17.6M | Sell |
464,195
-28,195
| -6% | -$1.07M | 1.2% | 49 |
|
|
2013
Q2 | $19.8M | Buy |
+492,390
| New | +$19.8M | 1.45% | 31 |
|