Profit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,090
| Closed | -$47K | – | 107 |
|
|
2015
Q4 | $47K | Buy |
+1,090
| New | +$47K | 0.01% | 106 |
|
|
2015
Q3 | – | Sell |
-1,922
| Closed | -$75K | – | 124 |
|
|
2015
Q2 | $75K | Sell |
1,922
-6,710
| -78% | -$262K | 0.01% | 125 |
|
|
2015
Q1 | $350K | Hold |
8,632
| – | – | 0.02% | 133 |
|
|
2014
Q4 | $364K | Sell |
8,632
-78,814
| -90% | -$3.32M | 0.02% | 128 |
|
|
2014
Q3 | $3.73M | Hold |
87,446
| – | – | 0.2% | 65 |
|
|
2014
Q2 | $3.7M | Hold |
87,446
| – | – | 0.18% | 69 |
|
|
2014
Q1 | $3.38M | Hold |
87,446
| – | – | 0.15% | 94 |
|
|
2013
Q4 | $3.61M | Buy |
87,446
+2,755
| +3% | +$114K | 0.16% | 91 |
|
|
2013
Q3 | $3.21K | Sell |
84,691
-4,210
| -5% | -$159 | 0.13% | 92 |
|
|
2013
Q2 | $3.57M | Buy |
+88,901
| New | +$3.57M | 0.17% | 88 |
|