Rothschild & Co Wealth Management (UK)’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$57K | – | 74 |
|
|
2015
Q1 | $57K | Hold |
1,400
| – | – | 0.01% | 68 |
|
|
2014
Q4 | $59K | Sell |
1,400
-4,220
| -75% | -$178K | 0.01% | 48 |
|
|
2014
Q3 | $240K | Hold |
5,620
| – | – | 0.03% | 34 |
|
|
2014
Q2 | $238K | Hold |
5,620
| – | – | 0.03% | 37 |
|
|
2014
Q1 | $217K | Buy |
+5,620
| New | +$217K | 0.03% | 37 |
|