Peachtree Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $841K | Hold |
17,765
| – | – | 0.65% | 34 |
|
|
2018
Q3 | $821K | Sell |
17,765
-135
| -0.8% | -$6.24K | 0.56% | 34 |
|
|
2018
Q2 | $785K | Sell |
17,900
-2,000
| -10% | -$87.7K | 0.57% | 34 |
|
|
2018
Q1 | $864K | Sell |
19,900
-315
| -2% | -$13.7K | 0.65% | 30 |
|
|
2017
Q4 | $927K | Sell |
20,215
-260
| -1% | -$11.9K | 0.71% | 33 |
|
|
2017
Q3 | $922K | Sell |
20,475
-800
| -4% | -$36K | 0.79% | 34 |
|
|
2017
Q2 | $954K | Sell |
21,275
-2,390
| -10% | -$107K | 0.82% | 39 |
|
|
2017
Q1 | $1M | Sell |
23,665
-2,920
| -11% | -$124K | 0.92% | 34 |
|
|
2016
Q4 | $1.1M | Hold |
26,585
| – | – | 1.08% | 31 |
|
|
2016
Q3 | $1.13M | Sell |
26,585
-1,970
| -7% | -$83.4K | 1.1% | 31 |
|
|
2016
Q2 | $1.29M | Sell |
28,555
-180
| -0.6% | -$8.16K | 1.32% | 29 |
|
|
2016
Q1 | $1.33M | Hold |
28,735
| – | – | 1.34% | 27 |
|
|
2015
Q4 | $1.23M | Buy |
28,735
+3,102
| +12% | +$133K | 1.29% | 27 |
|
|
2015
Q3 | $1.03M | Sell |
25,633
-6,829
| -21% | -$274K | 1.07% | 32 |
|
|
2015
Q2 | $1.27M | Sell |
32,462
-776
| -2% | -$30.4K | 0.95% | 29 |
|
|
2015
Q1 | $1.35M | Sell |
33,238
-3,967
| -11% | -$161K | 0.97% | 26 |
|
|
2014
Q4 | $1.27M | Sell |
37,205
-18,711
| -33% | -$641K | 0.85% | 25 |
|
|
2014
Q3 | $2.39M | Sell |
55,916
-1,803
| -3% | -$76.9K | 1.59% | 10 |
|
|
2014
Q2 | $2.45M | Buy |
57,719
+10,288
| +22% | +$436K | 1.63% | 15 |
|
|
2014
Q1 | $1.83M | Sell |
47,431
-1,000
| -2% | -$38.7K | 1.25% | 21 |
|
|
2013
Q4 | $2M | Buy |
+48,431
| New | +$2M | 1.36% | 20 |
|