ParenteBeard Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $12.9K | Sell |
546
-12,360
| -96% | -$293K | 0.15% | 49 |
|
|
2014
Q3 | $551K | Buy |
12,906
+418
| +3% | +$17.8K | 0.23% | 55 |
|
|
2014
Q2 | $529K | Buy |
12,488
+11
| +0.1% | +$466 | 0.23% | 54 |
|
|
2014
Q1 | $482K | Hold |
12,477
| – | – | 0.24% | 58 |
|
|
2013
Q4 | $515K | Buy |
12,477
+19
| +0.2% | +$784 | 0.2% | 76 |
|
|
2013
Q3 | $472K | Sell |
12,458
-3,390
| -21% | -$128K | 0.23% | 57 |
|
|
2013
Q2 | $636K | Buy |
+15,848
| New | +$636K | 0.29% | 48 |
|