Patriot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-163,100
| Closed | -$6.76M | – | 69 |
|
|
2016
Q4 | $6.76M | Sell |
163,100
-631
| -0.4% | -$26.2K | 1.28% | 30 |
|
|
2016
Q3 | $6.93M | Sell |
163,731
-5,017
| -3% | -$212K | 1.34% | 27 |
|
|
2016
Q2 | $7.65M | Buy |
168,748
+3,711
| +2% | +$168K | 1.51% | 18 |
|
|
2016
Q1 | $7.66M | Buy |
165,037
+2,303
| +1% | +$107K | 1.55% | 16 |
|
|
2015
Q4 | $6.99M | Buy |
162,734
+466
| +0.3% | +$20K | 1.45% | 22 |
|
|
2015
Q3 | $6.51M | Buy |
162,268
+4,386
| +3% | +$176K | 1.51% | 21 |
|
|
2015
Q2 | $6.19M | Buy |
157,882
+71,728
| +83% | +$2.81M | 1.38% | 23 |
|
|
2015
Q1 | $3.49M | Buy |
86,154
+2,467
| +3% | +$100K | 0.78% | 49 |
|
|
2014
Q4 | $3.53M | Buy |
83,687
+1,018
| +1% | +$43K | 0.83% | 49 |
|
|
2014
Q3 | $3.53M | Buy |
+82,669
| New | +$3.53M | 0.87% | 50 |
|