Tiedemann Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $253K | Sell |
5,584
-3,333
| -37% | -$151K | 0.05% | 60 |
|
|
2016
Q1 | $414K | Buy |
8,917
+695
| +8% | +$32.3K | 0.06% | 53 |
|
|
2015
Q4 | $353K | Sell |
8,222
-1,184
| -13% | -$50.8K | 0.05% | 59 |
|
|
2015
Q3 | $377K | Sell |
9,406
-100
| -1% | -$4.01K | 0.03% | 45 |
|
|
2015
Q2 | $373K | Sell |
9,506
-109
| -1% | -$4.28K | 0.03% | 56 |
|
|
2015
Q1 | $389K | Buy |
9,615
+763
| +9% | +$30.9K | 0.04% | 47 |
|
|
2014
Q4 | $373K | Hold |
8,852
| – | – | 0.03% | 53 |
|
|
2014
Q3 | $377K | Sell |
8,852
-795
| -8% | -$33.9K | 0.03% | 69 |
|
|
2014
Q2 | $407K | Buy |
9,647
+1,284
| +15% | +$54.2K | 0.04% | 68 |
|
|
2014
Q1 | $323 | Hold |
8,363
| – | – | 0.04% | 76 |
|
|
2013
Q4 | $345K | Sell |
8,363
-1,697
| -17% | -$70K | 0.05% | 66 |
|
|
2013
Q3 | $381K | Hold |
10,060
| – | – | 0.07% | 50 |
|
|
2013
Q2 | $403K | Buy |
+10,060
| New | +$403K | 0.07% | 82 |
|