Underhill Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,750
| Closed | -$456K | – | 25 |
|
|
2017
Q1 | $456K | Buy |
+10,750
| New | +$456K | 0.29% | 18 |
|
|
2015
Q2 | – | Sell |
-7,250
| Closed | -$294K | – | 19 |
|
|
2015
Q1 | $294K | Hold |
7,250
| – | – | 0.15% | 17 |
|
|
2014
Q4 | $306K | Hold |
7,250
| – | – | 0.13% | 19 |
|
|
2014
Q3 | $309K | Buy |
7,250
+1,750
| +32% | +$74.6K | 0.15% | 17 |
|
|
2014
Q2 | $233K | Hold |
5,500
| – | – | 0.11% | 22 |
|
|
2014
Q1 | $213K | Buy |
+5,500
| New | +$213K | 0.1% | 22 |
|