Columbia Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-58,312
| Closed | -$2.49M | – | 99 |
|
|
2014
Q3 | $2.49M | Sell |
58,312
-12,096
| -17% | -$516K | 3.34% | 12 |
|
|
2014
Q2 | $2.98M | Buy |
70,408
+548
| +0.8% | +$23.2K | 2.35% | 11 |
|
|
2014
Q1 | $2.72M | Hold |
69,860
| – | – | 1.95% | 10 |
|
|
2013
Q4 | $2.89M | Buy |
69,860
+985
| +1% | +$40.7K | 2.55% | 6 |
|
|
2013
Q3 | $2.64M | Buy |
68,875
+1,947
| +3% | +$74.7K | 2.37% | 8 |
|
|
2013
Q2 | $2.68M | Buy |
+66,928
| New | +$2.68M | 2.77% | 10 |
|