Neumann Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-6,050
| Closed | -$281K | – | 75 |
|
|
2016
Q1 | $281K | Sell |
6,050
-2,800
| -32% | -$130K | 0.19% | 68 |
|
|
2015
Q4 | $380K | Sell |
8,850
-2,450
| -22% | -$105K | 0.26% | 65 |
|
|
2015
Q3 | $453K | Sell |
11,300
-17,320
| -61% | -$694K | 0.32% | 64 |
|
|
2015
Q2 | $1.12M | Sell |
28,620
-1,730
| -6% | -$67.9K | 0.72% | 44 |
|
|
2015
Q1 | $1.23M | Hold |
30,350
| – | – | 0.79% | 43 |
|
|
2014
Q4 | $1.28M | Buy |
+30,350
| New | +$1.28M | 0.84% | 39 |
|