Rockefeller Financial Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $781K | Sell |
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|
2017
Q3 | $1.06M | Hold |
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|
2017
Q2 | $1.05M | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $1.64M | Hold |
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|
2016
Q3 | $1.68M | Sell |
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|
2016
Q2 | $1.99M | Sell |
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|
2016
Q1 | $2.2M | Buy |
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|
2015
Q4 | $1.95M | Buy |
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|
2015
Q3 | $1.76M | Buy |
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|
2015
Q2 | $1.21M | Sell |
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|
2015
Q1 | $1.27M | Sell |
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|
2014
Q4 | $1.37M | Sell |
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|
2014
Q3 | $1.61M | Sell |
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|
2014
Q2 | $2.59M | Sell |
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|
2014
Q1 | $2.49M | Sell |
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|
2013
Q4 | $12.1M | Buy |
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|
2013
Q3 | $1.59M | Hold |
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|
2013
Q2 | $1.69M | Buy |
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