ICAS
Investors Capital Advisory Services’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $4.2M | Buy |
92,731
+323
| +0.3% | +$14.6K | 0.81% | 13 |
|
|
2016
Q1 | $4.29M | Buy |
92,408
+939
| +1% | +$43.6K | 0.85% | 11 |
|
|
2015
Q4 | $3.93M | Sell |
91,469
-1,917
| -2% | -$82.3K | 0.76% | 12 |
|
|
2015
Q3 | $3.75M | Buy |
93,386
+3,270
| +4% | +$131K | 0.75% | 12 |
|
|
2015
Q2 | $3.54M | Buy |
90,116
+46,544
| +107% | +$1.83M | 0.65% | 20 |
|
|
2015
Q1 | $1.77M | Sell |
43,572
-1,842
| -4% | -$74.7K | 0.33% | 62 |
|
|
2014
Q4 | $1.92M | Buy |
45,414
+1,297
| +3% | +$54.7K | 0.37% | 51 |
|
|
2014
Q3 | $1.88M | Sell |
44,117
-4,653
| -10% | -$198K | 0.37% | 50 |
|
|
2014
Q2 | $2.07M | Sell |
48,770
-2,775
| -5% | -$117K | 0.33% | 68 |
|
|
2014
Q1 | $1.99M | Buy |
51,545
+909
| +2% | +$35.1K | 0.43% | 43 |
|
|
2013
Q4 | $2.09M | Sell |
50,636
-1,064
| -2% | -$43.9K | 0.49% | 33 |
|
|
2013
Q3 | $1.96M | Buy |
51,700
+18,931
| +58% | +$717K | 0.51% | 34 |
|
|
2013
Q2 | $1.31M | Buy |
+32,769
| New | +$1.31M | 0.4% | 60 |
|