Stanford Investment Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,660
| Closed | -$110K | – | 164 |
|
|
2016
Q4 | $110K | Sell |
2,660
-193
| -7% | -$7.98K | 0.05% | 84 |
|
|
2016
Q3 | $121K | Buy |
2,853
+850
| +42% | +$36.1K | 0.06% | 85 |
|
|
2016
Q2 | $91K | Hold |
2,003
| – | – | 0.05% | 96 |
|
|
2016
Q1 | $93K | Hold |
2,003
| – | – | 0.05% | 93 |
|
|
2015
Q4 | $86K | Buy |
2,003
+141
| +8% | +$6.05K | 0.05% | 94 |
|
|
2015
Q3 | $75K | Hold |
1,862
| – | – | 0.06% | 90 |
|
|
2015
Q2 | $73K | Hold |
1,862
| – | – | 0.05% | 106 |
|
|
2015
Q1 | $76K | Sell |
1,862
-1,200
| -39% | -$49K | 0.06% | 103 |
|
|
2014
Q4 | $129K | Buy |
+3,062
| New | +$129K | 0.11% | 79 |
|