Wilson Kemp & Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,600
| Closed | -$280K | – | 38 |
|
|
2014
Q2 | $280K | Hold |
6,600
| – | – | 1% | 44 |
|
|
2014
Q1 | $255K | Sell |
6,600
-1,200
| -15% | -$46.4K | 0.66% | 51 |
|
|
2013
Q4 | $322K | Buy |
7,800
+1,200
| +18% | +$49.5K | 0.62% | 51 |
|
|
2013
Q3 | $250K | Sell |
6,600
-2,800
| -30% | -$106K | 0.55% | 53 |
|
|
2013
Q2 | $377K | Buy |
+9,400
| New | +$377K | 0.36% | 66 |
|