Boston Private Bank & Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $11.6M | Sell |
285,859
-13,064
| -4% | -$530K | 0.53% | 66 |
|
|
2014
Q4 | $12.6M | Sell |
298,923
-12,084
| -4% | -$510K | 0.58% | 59 |
|
|
2014
Q3 | $13.3M | Buy |
311,007
+47
| +0% | +$2.01K | 0.65% | 52 |
|
|
2014
Q2 | $13.2M | Sell |
310,960
-52,227
| -14% | -$2.21M | 0.64% | 52 |
|
|
2014
Q1 | $14M | Sell |
363,187
-41,671
| -10% | -$1.61M | 0.71% | 43 |
|
|
2013
Q4 | $16.7M | Buy |
404,858
+8,876
| +2% | +$367K | 0.83% | 36 |
|
|
2013
Q3 | $15M | Buy |
395,982
+7,735
| +2% | +$293K | 0.83% | 34 |
|
|
2013
Q2 | $15.6M | Buy |
+388,247
| New | +$15.6M | 0.91% | 29 |
|