VSR Financial Services’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 | $6M | Sell |
132,461
-24,943
| -16% | -$1.13M | 0.99% | 11 |
|
|
2016
Q1 | $7.3M | Buy |
157,404
+6,444
| +4% | +$299K | 0.77% | 24 |
|
|
2015
Q4 | $6.49M | Buy |
150,960
+1,749
| +1% | +$75.1K | 0.69% | 29 |
|
|
2015
Q3 | $5.99M | Buy |
149,211
+28,592
| +24% | +$1.15M | 0.68% | 31 |
|
|
2015
Q2 | $4.73M | Buy |
120,619
+32,035
| +36% | +$1.26M | 0.5% | 43 |
|
|
2015
Q1 | $3.59M | Sell |
88,584
-1,506
| -2% | -$61.1K | 0.39% | 62 |
|
|
2014
Q4 | $3.8M | Sell |
90,090
-2,373
| -3% | -$100K | 0.43% | 53 |
|
|
2014
Q3 | $3.94M | Sell |
92,463
-145
| -0.2% | -$6.19K | 0.47% | 48 |
|
|
2014
Q2 | $3.92M | Sell |
92,608
-4,446
| -5% | -$188K | 0.49% | 45 |
|
|
2014
Q1 | $3.75M | Sell |
97,054
-2,051
| -2% | -$79.3K | 0.53% | 42 |
|
|
2013
Q4 | $4.09M | Sell |
99,105
-3,879
| -4% | -$160K | 0.63% | 33 |
|
|
2013
Q3 | $3.9M | Buy |
102,984
+50,376
| +96% | +$1.91M | 0.68% | 29 |
|
|
2013
Q2 | $2.11M | Buy |
+52,608
| New | +$2.11M | 0.42% | 56 |
|