Concert Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.83M | Sell |
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|
2016
Q4 | $2.51M | Sell |
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|
2016
Q3 | $3.49M | Sell |
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|
2016
Q2 | $3.83M | Buy |
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|
2016
Q1 | $2.73M | Sell |
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|
2015
Q4 | $2.53M | Buy |
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|
2015
Q3 | $2.28M | Buy |
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|
2015
Q2 | $2.09M | Buy |
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|
2015
Q1 | $797K | Buy |
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|
2014
Q4 | $1.13M | Sell |
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|
2014
Q3 | $1.25M | Sell |
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|
2014
Q2 | $1.29M | Sell |
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|
2014
Q1 | $1.24M | Sell |
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|
2013
Q4 | $1.38M | Buy |
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|
2013
Q3 | $1.27M | Sell |
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|
2013
Q2 | $1.42M | Buy |
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