Guardian Investor Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $1.1M | Sell |
27,138
-136
| -0.5% | -$5.51K | 0.87% | 19 |
|
|
2014
Q4 | $1.15M | Sell |
27,274
-725
| -3% | -$30.6K | 0.91% | 17 |
|
|
2014
Q3 | $1.19M | Sell |
27,999
-185
| -0.7% | -$7.89K | 0.96% | 19 |
|
|
2014
Q2 | $1.19M | Sell |
28,184
-1,100
| -4% | -$46.6K | 0.92% | 18 |
|
|
2014
Q1 | $1.13M | Sell |
29,284
-1,270
| -4% | -$49.1K | 0.88% | 17 |
|
|
2013
Q4 | $1.26M | Sell |
30,554
-132
| -0.4% | -$5.45K | 0.96% | 17 |
|
|
2013
Q3 | $1.16M | Sell |
30,686
-448
| -1% | -$17K | 0.97% | 17 |
|
|
2013
Q2 | $1.25M | Buy |
+31,134
| New | +$1.25M | 1.07% | 15 |
|