Jacobus Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $223K | Sell |
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|
2017
Q2 | $225K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $342K | Hold |
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|
2016
Q2 | $366K | Sell |
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|
2016
Q1 | $389K | Hold |
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|
2015
Q4 | $360K | Sell |
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|
2015
Q3 | $340K | Sell |
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|
2015
Q2 | $338K | Hold |
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|
2015
Q1 | $349K | Hold |
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|
2014
Q4 | $363K | Hold |
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|
2014
Q3 | $367K | Sell |
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|
2014
Q2 | $405K | Sell |
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|
2014
Q1 | $379K | Sell |
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|
2013
Q4 | $449K | Buy |
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|
2013
Q3 | $185K | Sell |
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|
2013
Q2 | $196K | Buy |
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