KMS Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.32M | Buy |
148,201
+2,230
| +2% | +$95.1K | 0.89% | 17 |
|
|
2014
Q2 | $6.18M | Sell |
145,971
-9,726
| -6% | -$412K | 0.88% | 17 |
|
|
2014
Q1 | $6.02M | Sell |
155,697
-1,588
| -1% | -$61.4K | 0.95% | 17 |
|
|
2013
Q4 | $6.5M | Buy |
157,285
+100,700
| +178% | +$4.16M | 1.1% | 13 |
|
|
2013
Q3 | $2.14M | Sell |
56,585
-12,804
| -18% | -$485K | 0.52% | 42 |
|
|
2013
Q2 | $2.78M | Buy |
+69,389
| New | +$2.78M | 0.78% | 23 |
|