Stevens First Principles Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $7K | Buy |
|
|||||
|
2019
Q1 | $4K | Hold |
|
|||||
|
2018
Q4 | $4K | Hold |
|
|||||
|
2018
Q3 | $4K | Hold |
|
|||||
|
2018
Q2 | $4K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $861K | Sell |
|
|||||
|
2017
Q3 | $860K | Hold |
|
|||||
|
2017
Q2 | $857K | Sell |
|
|||||
|
2017
Q1 | $826K | Sell |
|
|||||
|
2016
Q4 | $808K | Sell |
|
|||||
|
2016
Q3 | $827K | Sell |
|
|||||
|
2016
Q2 | $888K | Sell |
|
|||||
|
2016
Q1 | $926K | Sell |
|
|||||
|
2015
Q4 | $1M | Sell |
|
|||||
|
2015
Q3 | $1.07M | Sell |
|
|||||
|
2015
Q2 | $1.05M | Sell |
|
|||||
|
2015
Q1 | $1.36M | Buy |
|
|||||
|
2014
Q4 | $1.35M | Sell |
|
|||||
|
2014
Q3 | $1.51M | Buy |
|
|||||
|
2014
Q2 | $1.46M | Buy |
|
|||||
|
2014
Q1 | $1.3M | Buy |
|
|||||
|
2013
Q4 | $587K | Buy |
|
|||||
|
2013
Q3 | $212K | Buy |
|
|||||
|
2013
Q2 | $198K | Buy |
|