EDMP Inc’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,334
| Closed | -$200K | – | 62 |
|
|
2017
Q4 | $200K | Sell |
4,334
-418
| -9% | -$19.3K | 0.17% | 65 |
|
|
2017
Q3 | $214K | Hold |
4,752
| – | – | 0.19% | 60 |
|
|
2017
Q2 | $213K | Hold |
4,752
| – | – | 0.2% | 56 |
|
|
2017
Q1 | $202K | Buy |
+4,752
| New | +$202K | 0.18% | 60 |
|
|
2016
Q4 | – | Sell |
-4,812
| Closed | -$204K | – | 66 |
|
|
2016
Q3 | $204K | Hold |
4,812
| – | – | 0.2% | 62 |
|
|
2016
Q2 | $218K | Hold |
4,812
| – | – | 0.21% | 60 |
|
|
2016
Q1 | $223K | Hold |
4,812
| – | – | 0.21% | 59 |
|
|
2015
Q4 | $207K | Buy |
+4,812
| New | +$207K | 0.2% | 63 |
|
|
2014
Q4 | – | Sell |
-5,294
| Closed | -$226K | – | 58 |
|
|
2014
Q3 | $226K | Buy |
5,294
+474
| +10% | +$20.2K | 0.21% | 49 |
|
|
2014
Q2 | $204K | Buy |
+4,820
| New | +$204K | 0.19% | 56 |
|
|
2014
Q1 | – | Sell |
-4,890
| Closed | -$202K | – | 57 |
|
|
2013
Q4 | $202K | Buy |
+4,890
| New | +$202K | 0.18% | 54 |
|