Barrington Strategic Wealth Management Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $421K | Sell |
9,353
-1,786
| -16% | -$80.4K | 0.21% | 89 |
|
|
2017
Q2 | $500K | Sell |
11,139
-303
| -3% | -$13.6K | 0.25% | 86 |
|
|
2017
Q1 | $486K | Sell |
11,442
-784
| -6% | -$33.3K | 0.25% | 86 |
|
|
2016
Q4 | $507K | Sell |
12,226
-385
| -3% | -$16K | 0.27% | 85 |
|
|
2016
Q3 | $534K | Sell |
12,611
-225
| -2% | -$9.53K | 0.3% | 80 |
|
|
2016
Q2 | $582K | Sell |
12,836
-45
| -0.3% | -$2.04K | 0.33% | 73 |
|
|
2016
Q1 | $598K | Sell |
12,881
-301
| -2% | -$14K | 0.35% | 72 |
|
|
2015
Q4 | $566K | Sell |
13,182
-355
| -3% | -$15.2K | 0.33% | 76 |
|
|
2015
Q3 | $543K | Sell |
13,537
-65
| -0.5% | -$2.61K | 0.35% | 79 |
|
|
2015
Q2 | $534K | Buy |
13,602
+75
| +0.6% | +$2.94K | 0.32% | 79 |
|
|
2015
Q1 | $549K | Buy |
13,527
+230
| +2% | +$9.34K | 0.34% | 76 |
|
|
2014
Q4 | $561K | Sell |
13,297
-752
| -5% | -$31.7K | 0.36% | 73 |
|
|
2014
Q3 | $599K | Buy |
14,049
+95
| +0.7% | +$4.05K | 0.39% | 73 |
|
|
2014
Q2 | $591K | Sell |
13,954
-215
| -2% | -$9.11K | 0.38% | 74 |
|
|
2014
Q1 | $548K | Sell |
14,169
-785
| -5% | -$30.4K | 0.36% | 73 |
|
|
2013
Q4 | $618K | Sell |
14,954
-104
| -0.7% | -$4.3K | 0.41% | 68 |
|
|
2013
Q3 | $570K | Buy |
15,058
+1,635
| +12% | +$61.9K | 0.5% | 58 |
|
|
2013
Q2 | $538K | Buy |
+13,423
| New | +$538K | 0.44% | 64 |
|