Fiduciary Financial Services of The Southwest’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.59M | Sell |
28,653
-2,118
| -7% | -$117K | 0.41% | 65 |
|
|
2019
Q3 | $1.68M | Sell |
30,771
-200
| -0.6% | -$10.9K | 0.45% | 60 |
|
|
2019
Q2 | $1.58M | Sell |
30,971
-117
| -0.4% | -$5.96K | 0.45% | 61 |
|
|
2019
Q1 | $1.46M | Buy |
31,088
+744
| +2% | +$34.9K | 0.42% | 64 |
|
|
2018
Q4 | $1.44M | Hold |
30,344
| – | – | 0.45% | 59 |
|
|
2018
Q3 | $1.4M | Hold |
30,344
| – | – | 0.39% | 66 |
|
|
2018
Q2 | $1.33M | Sell |
30,344
-336
| -1% | -$14.7K | 0.4% | 68 |
|
|
2018
Q1 | $1.33M | Sell |
30,680
-2,776
| -8% | -$121K | 0.41% | 69 |
|
|
2017
Q4 | $1.54M | Sell |
33,456
-1,475
| -4% | -$67.7K | 0.45% | 68 |
|
|
2017
Q3 | $1.57M | Sell |
34,931
-1,065
| -3% | -$47.9K | 0.47% | 68 |
|
|
2017
Q2 | $1.61M | Buy |
35,996
+2,241
| +7% | +$100K | 0.5% | 67 |
|
|
2017
Q1 | $1.43M | Sell |
33,755
-1,706
| -5% | -$72.4K | 0.46% | 68 |
|
|
2016
Q4 | $1.47M | Sell |
35,461
-370
| -1% | -$15.3K | 0.48% | 62 |
|
|
2016
Q3 | $1.52M | Buy |
35,831
+60
| +0.2% | +$2.54K | 0.49% | 64 |
|
|
2016
Q2 | $1.62M | Sell |
35,771
-100
| -0.3% | -$4.53K | 0.52% | 59 |
|
|
2016
Q1 | $1.66M | Buy |
35,871
+360
| +1% | +$16.7K | 0.59% | 54 |
|
|
2015
Q4 | $1.53M | Sell |
35,511
-300
| -0.8% | -$12.9K | 0.54% | 55 |
|
|
2015
Q3 | $1.44M | Sell |
35,811
-175
| -0.5% | -$7.02K | 0.5% | 59 |
|
|
2015
Q2 | $1.41M | Sell |
35,986
-650
| -2% | -$25.5K | 0.44% | 71 |
|
|
2015
Q1 | $1.49M | Sell |
36,636
-1,100
| -3% | -$44.6K | 0.44% | 69 |
|
|
2014
Q4 | $1.59M | Sell |
37,736
-690
| -2% | -$29.1K | 0.46% | 68 |
|
|
2014
Q3 | $1.64M | Sell |
38,426
-604
| -2% | -$25.8K | 0.46% | 70 |
|
|
2014
Q2 | $1.65M | Sell |
39,030
-1,510
| -4% | -$64K | 0.46% | 71 |
|
|
2014
Q1 | $1.57M | Sell |
40,540
-600
| -1% | -$23.2K | 0.47% | 71 |
|
|
2013
Q4 | $1.7M | Sell |
41,140
-1,260
| -3% | -$52K | 0.53% | 62 |
|
|
2013
Q3 | $1.61M | Sell |
42,400
-646
| -2% | -$24.5K | 0.53% | 65 |
|
|
2013
Q2 | $1.73M | Buy |
+43,046
| New | +$1.73M | 0.58% | 59 |
|