Independent Portfolio Consultants’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 | $773K | Sell |
17,225
-9,590
| -36% | -$430K | 0.32% | 89 |
|
|
2017
Q1 | $1.14M | Buy |
26,815
+24,515
| +1,066% | +$1.04M | 0.39% | 63 |
|
|
2016
Q4 | $95K | Buy |
2,300
+1,220
| +113% | +$50.4K | 0.03% | 454 |
|
|
2016
Q3 | $46K | Buy |
1,080
+420
| +64% | +$17.9K | 0.01% | 557 |
|
|
2016
Q2 | $30K | Sell |
660
-220
| -25% | -$10K | 0.01% | 611 |
|
|
2016
Q1 | $41K | Buy |
880
+335
| +61% | +$15.6K | 0.01% | 600 |
|
|
2015
Q4 | $23K | Sell |
545
-330
| -38% | -$13.9K | 0.01% | 667 |
|
|
2015
Q3 | $35K | Buy |
875
+520
| +146% | +$20.8K | 0.01% | 631 |
|
|
2015
Q2 | $14K | Sell |
355
-36
| -9% | -$1.42K | ﹤0.01% | 741 |
|
|
2015
Q1 | $16K | Buy |
+391
| New | +$16K | ﹤0.01% | 693 |
|
|
2014
Q4 | – | Sell |
-3,840
| Closed | -$164K | – | 901 |
|
|
2014
Q3 | $164K | Buy |
3,840
+2,205
| +135% | +$94.2K | 0.04% | 489 |
|
|
2014
Q2 | $69K | Buy |
+1,635
| New | +$69K | 0.02% | 594 |
|
|
2014
Q1 | – | Sell |
-6,125
| Closed | -$253K | – | 467 |
|
|
2013
Q4 | $253K | Buy |
6,125
+25
| +0.4% | +$1.03K | 0.09% | 392 |
|
|
2013
Q3 | $231K | Buy |
6,100
+1,060
| +21% | +$40.1K | 0.09% | 404 |
|
|
2013
Q2 | $202K | Buy |
+5,040
| New | +$202K | 0.09% | 409 |
|