Gary Goldberg Planning Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$494K Sell
2014
Q3
$542K Buy
2014
Q2
$449K Buy
2014
Q1
$364K Buy
2013
Q4
$364K Sell
2013
Q3
$430K Buy
2013
Q2
$431K Buy