National Penn Investors Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $807K | Buy |
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|
2015
Q4 | $746K | Buy |
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|
2015
Q3 | $683K | Sell |
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|
2015
Q2 | $789K | Sell |
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|
2015
Q1 | $870K | Sell |
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|
2014
Q4 | $999K | Sell |
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|
2014
Q3 | $1.03M | Sell |
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|
2014
Q2 | $1.03M | Hold |
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|
2014
Q1 | $939K | Sell |
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|
2013
Q4 | $1.09M | Buy |
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|
2013
Q3 | $686K | Sell |
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|
2013
Q2 | $748K | Buy |
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