MU Investments Company’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-620
| Closed | -$28K | – | 87 |
|
|
2017
Q4 | $28K | Sell |
620
-300
| -33% | -$13.5K | 0.02% | 94 |
|
|
2017
Q3 | $41K | Sell |
920
-250
| -21% | -$11.1K | 0.03% | 79 |
|
|
2017
Q2 | $52K | Sell |
1,170
-650
| -36% | -$28.9K | 0.04% | 80 |
|
|
2017
Q1 | $78K | Sell |
1,820
-260
| -13% | -$11.1K | 0.06% | 64 |
|
|
2016
Q4 | $87K | Sell |
2,080
-1,170
| -36% | -$48.9K | 0.07% | 59 |
|
|
2016
Q3 | $137K | Sell |
3,250
-850
| -21% | -$35.8K | 0.1% | 52 |
|
|
2016
Q2 | $182K | Sell |
4,100
-1,450
| -26% | -$64.4K | 0.12% | 87 |
|
|
2016
Q1 | $259K | Buy |
5,550
+300
| +6% | +$14K | 0.16% | 108 |
|
|
2015
Q4 | $228K | Sell |
5,250
-1,650
| -24% | -$71.7K | 0.14% | 133 |
|
|
2015
Q3 | $274K | Sell |
6,900
-400
| -5% | -$15.9K | 0.15% | 130 |
|
|
2015
Q2 | $288K | Sell |
7,300
-9,500
| -57% | -$375K | 0.14% | 153 |
|
|
2015
Q1 | $681K | Sell |
16,800
-2,020
| -11% | -$81.9K | 0.32% | 60 |
|
|
2014
Q4 | $809K | Buy |
18,820
+100
| +0.5% | +$4.3K | 0.35% | 54 |
|
|
2014
Q3 | $791K | Sell |
18,720
-2,130
| -10% | -$90K | 0.39% | 47 |
|
|
2014
Q2 | $880K | Sell |
20,850
-2,550
| -11% | -$108K | 0.4% | 47 |
|
|
2014
Q1 | $911K | Sell |
23,400
-4,700
| -17% | -$183K | 0.42% | 46 |
|
|
2013
Q4 | $1.14M | Buy |
28,100
+350
| +1% | +$14.2K | 0.49% | 44 |
|
|
2013
Q3 | $1.07M | Sell |
27,750
-11,150
| -29% | -$428K | 0.51% | 41 |
|
|
2013
Q2 | $1.57M | Buy |
+38,900
| New | +$1.57M | 0.66% | 39 |
|