Permit Capital’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,175
| Closed | -$65K | – | 27 |
|
|
2019
Q4 | $65K | Hold |
1,175
| – | – | 0.03% | 24 |
|
|
2019
Q3 | $64K | Hold |
1,175
| – | – | 0.03% | 26 |
|
|
2019
Q2 | $60K | Hold |
1,175
| – | – | 0.03% | 26 |
|
|
2019
Q1 | $55K | Hold |
1,175
| – | – | 0.03% | 27 |
|
|
2018
Q4 | $56K | Hold |
1,175
| – | – | 0.03% | 27 |
|
|
2018
Q3 | $54K | Hold |
1,175
| – | – | 0.03% | 27 |
|
|
2018
Q2 | $52K | Hold |
1,175
| – | – | 0.03% | 27 |
|
|
2018
Q1 | $51K | Hold |
1,175
| – | – | 0.03% | 26 |
|
|
2017
Q4 | $54K | Hold |
1,175
| – | – | 0.03% | 27 |
|
|
2017
Q3 | $53K | Hold |
1,175
| – | – | 0.03% | 25 |
|
|
2017
Q2 | $53K | Hold |
1,175
| – | – | 0.03% | 26 |
|
|
2017
Q1 | $50K | Hold |
1,175
| – | – | 0.03% | 26 |
|
|
2016
Q4 | $49K | Hold |
1,175
| – | – | 0.03% | 29 |
|
|
2016
Q3 | $50K | Hold |
1,175
| – | – | 0.03% | 31 |
|
|
2016
Q2 | $53K | Hold |
1,175
| – | – | 0.04% | 31 |
|
|
2016
Q1 | $55K | Hold |
1,175
| – | – | 0.04% | 32 |
|
|
2015
Q4 | $50K | Hold |
1,175
| – | – | 0.04% | 30 |
|
|
2015
Q3 | $47K | Hold |
1,175
| – | – | 0.03% | 64 |
|
|
2015
Q2 | $46K | Hold |
1,175
| – | – | 0.03% | 68 |
|
|
2015
Q1 | $48K | Hold |
1,175
| – | – | 0.03% | 67 |
|
|
2014
Q4 | $50K | Hold |
1,175
| – | – | 0.03% | 73 |
|
|
2014
Q3 | $50K | Buy |
1,175
+250
| +27% | +$10.6K | 0.03% | 69 |
|
|
2014
Q2 | $39K | Buy |
+925
| New | +$39K | 0.02% | 67 |
|