Parasol Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $227K | Sell |
5,340
-7,238
| -58% | -$308K | 0.37% | 25 |
|
|
2016
Q4 | $521K | Sell |
12,578
-208
| -2% | -$8.62K | 0.55% | 34 |
|
|
2016
Q3 | $541K | Sell |
12,786
-592
| -4% | -$25K | 0.56% | 31 |
|
|
2016
Q2 | $606K | Sell |
13,378
-675
| -5% | -$30.6K | 0.63% | 30 |
|
|
2016
Q1 | $652K | Sell |
14,053
-507
| -3% | -$23.5K | 0.64% | 25 |
|
|
2015
Q4 | $625K | Sell |
14,560
-1,030
| -7% | -$44.2K | 0.6% | 20 |
|
|
2015
Q3 | $625K | Sell |
15,590
-10,143
| -39% | -$407K | 0.56% | 20 |
|
|
2015
Q2 | $1.01M | Buy |
25,733
+1,500
| +6% | +$58.9K | 0.68% | 25 |
|
|
2015
Q1 | $983K | Buy |
24,233
+2,730
| +13% | +$111K | 0.62% | 28 |
|
|
2014
Q4 | $908K | Buy |
21,503
+530
| +3% | +$22.4K | 0.63% | 25 |
|
|
2014
Q3 | $895K | Buy |
20,973
+4,135
| +25% | +$176K | 0.62% | 21 |
|
|
2014
Q2 | $713K | Buy |
16,838
+11,590
| +221% | +$491K | 0.49% | 25 |
|
|
2014
Q1 | $203K | Buy |
5,248
+5,200
| +10,833% | +$201K | 0.14% | 42 |
|
|
2013
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 237 |
|