Rikoon Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.78M | Sell |
90,035
-3,069
| -3% | -$163K | 1.27% | 22 |
|
|
2020
Q4 | $5.11M | Buy |
93,104
+11
| +0% | +$603 | 1.43% | 18 |
|
|
2020
Q3 | $4.63M | Buy |
93,093
+7
| +0% | +$348 | 1.43% | 16 |
|
|
2020
Q2 | $4.2M | Buy |
93,086
+5,926
| +7% | +$267K | 1.4% | 18 |
|
|
2020
Q1 | $3.89M | Sell |
87,160
-760
| -0.9% | -$33.9K | 1.61% | 15 |
|
|
2019
Q4 | $4.87M | Buy |
87,920
+15
| +0% | +$830 | 1.67% | 15 |
|
|
2019
Q3 | $4.82M | Sell |
87,905
-212
| -0.2% | -$11.6K | 1.79% | 14 |
|
|
2019
Q2 | $4.52M | Sell |
88,117
-165
| -0.2% | -$8.47K | 1.68% | 15 |
|
|
2019
Q1 | $4.17M | Sell |
88,282
-100
| -0.1% | -$4.73K | 1.55% | 16 |
|
|
2018
Q4 | $4.19M | Buy |
88,382
+73
| +0.1% | +$3.46K | 1.73% | 14 |
|
|
2018
Q3 | $4.08M | Buy |
88,309
+64
| +0.1% | +$2.96K | 1.44% | 17 |
|
|
2018
Q2 | $3.91M | Buy |
88,245
+567
| +0.6% | +$25.1K | 1.49% | 15 |
|
|
2018
Q1 | $3.74M | Buy |
87,678
+3,489
| +4% | +$149K | 1.52% | 15 |
|
|
2017
Q4 | $3.86M | Sell |
84,189
-293
| -0.3% | -$13.4K | 1.6% | 14 |
|
|
2017
Q3 | $3.83M | Buy |
84,482
+3
| +0% | +$136 | 1.66% | 13 |
|
|
2017
Q2 | $3.82M | Hold |
84,479
| – | – | 1.7% | 11 |
|
|
2017
Q1 | $3.65M | Sell |
84,479
-419
| -0.5% | -$18.1K | 1.61% | 12 |
|
|
2016
Q4 | $3.45M | Buy |
+84,898
| New | +$3.45M | 1.52% | 14 |
|