Banyan Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $5.32M | Sell |
124,696
-7,825
| -6% | -$334K | 0.45% | 59 |
|
|
2014
Q2 | $5.61M | Sell |
132,521
-12,448
| -9% | -$527K | 0.47% | 56 |
|
|
2014
Q1 | $5.61M | Sell |
144,969
-14,072
| -9% | -$544K | 0.48% | 51 |
|
|
2013
Q4 | $6.57M | Buy |
159,041
+29,638
| +23% | +$1.22M | 0.46% | 51 |
|
|
2013
Q3 | $4.9M | Sell |
129,403
-63,281
| -33% | -$2.4M | 0.43% | 55 |
|
|
2013
Q2 | $7.73M | Buy |
+192,684
| New | +$7.73M | 1.52% | 17 |
|