Mariner Wealth Advisors (Cincinnati)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.07M | Sell |
23,201
-51
| -0.2% | -$2.36K | 0.06% | 139 |
|
|
2018
Q2 | $1.02M | Sell |
23,252
-1,260
| -5% | -$55.3K | 0.06% | 133 |
|
|
2018
Q1 | $1.07M | Buy |
24,512
+1,344
| +6% | +$58.4K | 0.07% | 127 |
|
|
2017
Q4 | $1.06M | Sell |
23,168
-684
| -3% | -$31.4K | 0.06% | 124 |
|
|
2017
Q3 | $1.07M | Sell |
23,852
-594
| -2% | -$26.7K | 0.07% | 122 |
|
|
2017
Q2 | $1.1M | Sell |
24,446
-2,380
| -9% | -$107K | 0.08% | 118 |
|
|
2017
Q1 | $1.14M | Sell |
26,826
-657
| -2% | -$27.9K | 0.08% | 115 |
|
|
2016
Q4 | $1.14M | Sell |
27,483
-1,851
| -6% | -$76.7K | 0.09% | 115 |
|
|
2016
Q3 | $1.24M | Sell |
29,334
-712
| -2% | -$30.1K | 0.11% | 110 |
|
|
2016
Q2 | $1.36M | Buy |
30,046
+2,266
| +8% | +$103K | 0.12% | 103 |
|
|
2016
Q1 | $1.29M | Buy |
27,780
+944
| +4% | +$43.8K | 0.13% | 98 |
|
|
2015
Q4 | $1.15M | Buy |
+26,836
| New | +$1.15M | 0.11% | 96 |
|
|
2015
Q1 | $959K | Sell |
23,638
-1,800
| -7% | -$73K | 0.13% | 79 |
|
|
2014
Q4 | $1.07M | Buy |
25,438
+2,531
| +11% | +$107K | 0.16% | 74 |
|
|
2014
Q3 | $977K | Sell |
22,907
-1,687
| -7% | -$72K | 0.16% | 67 |
|
|
2014
Q2 | $1.04M | Buy |
24,594
+702
| +3% | +$29.7K | 0.16% | 65 |
|
|
2014
Q1 | $924K | Buy |
23,892
+2,247
| +10% | +$86.9K | 0.15% | 68 |
|
|
2013
Q4 | $894K | Buy |
21,645
+4,809
| +29% | +$199K | 0.15% | 72 |
|
|
2013
Q3 | $638K | Buy |
16,836
+131
| +0.8% | +$4.96K | 0.12% | 74 |
|
|
2013
Q2 | $670K | Buy |
+16,705
| New | +$670K | 0.13% | 74 |
|