Rand Wealth’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.59M | Sell |
34,512
-676
| -2% | -$31.2K | 0.18% | 129 |
|
|
2018
Q2 | $1.54M | Sell |
35,188
-389
| -1% | -$17.1K | 0.17% | 122 |
|
|
2018
Q1 | $1.55M | Buy |
35,577
+268
| +0.8% | +$11.6K | 0.17% | 117 |
|
|
2017
Q4 | $1.62M | Hold |
35,309
| – | – | 0.18% | 121 |
|
|
2017
Q3 | $1.59M | Hold |
35,309
| – | – | 0.18% | 118 |
|
|
2017
Q2 | $1.58M | Sell |
35,309
-170
| -0.5% | -$7.63K | 0.21% | 116 |
|
|
2017
Q1 | $1.51M | Sell |
35,479
-470
| -1% | -$20K | 0.18% | 125 |
|
|
2016
Q4 | $1.49M | Sell |
35,949
-30
| -0.1% | -$1.24K | 0.19% | 123 |
|
|
2016
Q3 | $1.52M | Buy |
35,979
+170
| +0.5% | +$7.2K | 0.2% | 116 |
|
|
2016
Q2 | $1.62M | Sell |
35,809
-367
| -1% | -$16.6K | 0.22% | 110 |
|
|
2016
Q1 | $1.68M | Sell |
36,176
-625
| -2% | -$29K | 0.23% | 109 |
|
|
2015
Q4 | $1.58M | Sell |
36,801
-140
| -0.4% | -$6.02K | 0.22% | 112 |
|
|
2015
Q3 | $1.48M | Buy |
36,941
+76
| +0.2% | +$3.05K | 0.22% | 114 |
|
|
2015
Q2 | $1.45M | Sell |
36,865
-2,216
| -6% | -$86.9K | 0.2% | 115 |
|
|
2015
Q1 | $1.59M | Sell |
39,081
-580
| -1% | -$23.5K | 0.21% | 108 |
|
|
2014
Q4 | $1.71M | Hold |
39,661
| – | – | 0.23% | 104 |
|
|
2014
Q3 | $1.69M | Sell |
39,661
-2,000
| -5% | -$85.3K | 0.25% | 90 |
|
|
2014
Q2 | $1.77M | Sell |
41,661
-1,196
| -3% | -$50.7K | 0.25% | 93 |
|
|
2014
Q1 | $1.66M | Buy |
42,857
+2,204
| +5% | +$85.2K | 0.29% | 90 |
|
|
2013
Q4 | $1.68M | Buy |
40,653
+814
| +2% | +$33.6K | 0.3% | 88 |
|
|
2013
Q3 | $1.51M | Buy |
39,839
+681
| +2% | +$25.8K | 0.3% | 87 |
|
|
2013
Q2 | $1.57M | Buy |
+39,158
| New | +$1.57M | 0.34% | 80 |
|