Concert Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-44,154
| Closed | -$1.83M | – | 304 |
|
|
2017
Q1 | $1.83M | Sell |
44,154
-16,308
| -27% | -$677K | 0.41% | 57 |
|
|
2016
Q4 | $2.51M | Sell |
60,462
-21,987
| -27% | -$912K | 0.56% | 29 |
|
|
2016
Q3 | $3.49M | Sell |
82,449
-1,987
| -2% | -$84K | 0.42% | 44 |
|
|
2016
Q2 | $3.83M | Buy |
84,436
+25,462
| +43% | +$1.15M | 0.52% | 34 |
|
|
2016
Q1 | $2.73M | Sell |
58,974
-108
| -0.2% | -$5.01K | 0.37% | 57 |
|
|
2015
Q4 | $2.53M | Buy |
59,082
+2,263
| +4% | +$97.1K | 0.34% | 61 |
|
|
2015
Q3 | $2.28M | Buy |
56,819
+3,588
| +7% | +$144K | 0.31% | 65 |
|
|
2015
Q2 | $2.09M | Buy |
53,231
+14,645
| +38% | +$576K | 0.27% | 82 |
|
|
2015
Q1 | $797K | Buy |
38,586
+11,747
| +44% | +$243K | 0.23% | 124 |
|
|
2014
Q4 | $1.13M | Sell |
26,839
-2,501
| -9% | -$105K | 0.17% | 152 |
|
|
2014
Q3 | $1.25M | Sell |
29,340
-2,414
| -8% | -$103K | 0.17% | 92 |
|
|
2014
Q2 | $1.29M | Sell |
31,754
-12
| -0% | -$487 | 0.16% | 100 |
|
|
2014
Q1 | $1.24M | Sell |
31,766
-1,897
| -6% | -$73.9K | 0.15% | 103 |
|
|
2013
Q4 | $1.38M | Buy |
33,663
+192
| +0.6% | +$7.89K | 0.18% | 89 |
|
|
2013
Q3 | $1.28M | Sell |
33,471
-2,044
| -6% | -$77.9K | 0.18% | 87 |
|
|
2013
Q2 | $1.42M | Buy |
+35,515
| New | +$1.42M | 0.21% | 58 |
|