BRWA
B. Riley Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.17M | Buy |
+44,769
| New | +$3.17M | 0.15% | 142 |
|
|
2024
Q4 | $5.37M | Sell |
86,178
-23,248
| -21% | -$1.45M | 0.18% | 128 |
|
|
2024
Q3 | $7.86M | Sell |
109,426
-24,777
| -18% | -$1.78M | 0.22% | 101 |
|
|
2024
Q2 | $8.61M | Sell |
134,203
-20,334
| -13% | -$1.3M | 0.22% | 93 |
|
|
2024
Q1 | $8.72M | Buy |
154,537
+11,992
| +8% | +$677K | 0.24% | 84 |
|
|
2023
Q4 | $8.4M | Sell |
142,545
-11,992
| -8% | -$707K | 0.23% | 97 |
|
|
2023
Q3 | $8.72M | Sell |
154,537
-326,475
| -68% | -$18.4M | 0.24% | 84 |
|
|
2023
Q2 | $29M | Buy |
481,012
+327,676
| +214% | +$19.8M | 0.65% | 20 |
|
|
2023
Q1 | $9.58M | Buy |
153,336
+2,790
| +2% | +$174K | 0.26% | 81 |
|
|
2022
Q4 | $9.54M | Buy |
150,546
+8,263
| +6% | +$524K | 0.27% | 80 |
|
|
2022
Q3 | $7.97M | Buy |
142,283
+53,719
| +61% | +$3.01M | 0.24% | 90 |
|
|
2022
Q2 | $5.57M | Sell |
88,564
-7,455
| -8% | -$469K | 0.23% | 95 |
|
|
2022
Q1 | $5.95M | Sell |
96,019
-10,316
| -10% | -$640K | 0.19% | 113 |
|
|
2021
Q4 | $6.3M | Sell |
106,335
-1,187
| -1% | -$70.3K | 0.18% | 117 |
|
|
2021
Q3 | $5.65M | Buy |
107,522
+2,377
| +2% | +$125K | 0.18% | 122 |
|
|
2021
Q2 | $5.69M | Buy |
105,145
+2,677
| +3% | +$145K | 0.18% | 126 |
|
|
2021
Q1 | $5.41M | Buy |
102,468
+18,684
| +22% | +$986K | 0.19% | 128 |
|
|
2020
Q4 | $4.6M | Sell |
83,784
-19,373
| -19% | -$1.06M | 0.25% | 93 |
|
|
2020
Q3 | $5.01M | Buy |
103,157
+8,208
| +9% | +$399K | 0.27% | 89 |
|
|
2020
Q2 | $4.24M | Sell |
94,949
-1,982
| -2% | -$88.6K | 0.28% | 88 |
|
|
2020
Q1 | $4.29M | Buy |
96,931
+4,583
| +5% | +$203K | 0.37% | 63 |
|
|
2019
Q4 | $5.11M | Buy |
92,348
+18,058
| +24% | +$1,000K | 0.43% | 49 |
|
|
2019
Q3 | $4.05M | Buy |
74,290
+14,475
| +24% | +$788K | 0.4% | 50 |
|
|
2019
Q2 | $3.05M | Buy |
59,815
+4,976
| +9% | +$253K | 0.33% | 61 |
|
|
2019
Q1 | $2.57M | Buy |
54,839
+444
| +0.8% | +$20.8K | 0.32% | 63 |
|
|
2018
Q4 | $2.58M | Buy |
54,395
+878
| +2% | +$41.6K | 0.37% | 57 |
|
|
2018
Q3 | $2.47M | Buy |
53,517
+677
| +1% | +$31.3K | 0.29% | 69 |
|
|
2018
Q2 | $2.32M | Buy |
52,840
+1,858
| +4% | +$81.5K | 0.31% | 71 |
|
|
2018
Q1 | $2.22M | Sell |
50,982
-21,780
| -30% | -$947K | 0.31% | 80 |
|
|
2017
Q4 | $3.34M | Buy |
72,762
+2,234
| +3% | +$103K | 0.45% | 52 |
|
|
2017
Q3 | $3.18M | Buy |
70,528
+962
| +1% | +$43.3K | 0.53% | 41 |
|
|
2017
Q2 | $3.12M | Buy |
69,566
+1,586
| +2% | +$71.2K | 0.57% | 38 |
|
|
2017
Q1 | $2.89M | Buy |
67,980
+1,397
| +2% | +$59.3K | 0.58% | 43 |
|
|
2016
Q4 | $2.76M | Sell |
66,583
-8,612
| -11% | -$357K | 0.56% | 43 |
|
|
2016
Q3 | $2.37M | Buy |
75,195
+1,381
| +2% | +$43.5K | 0.46% | 48 |
|
|
2016
Q2 | $2.45M | Buy |
73,814
+1,767
| +2% | +$58.6K | 0.49% | 43 |
|
|
2016
Q1 | $2.41M | Buy |
72,047
+179
| +0.2% | +$5.98K | 0.56% | 43 |
|
|
2015
Q4 | $3.09M | Buy |
71,868
+19,509
| +37% | +$839K | 0.63% | 31 |
|
|
2015
Q3 | $2.1M | Buy |
52,359
+468
| +0.9% | +$18.8K | 0.51% | 39 |
|
|
2015
Q2 | $2.04M | Sell |
51,891
-2,312
| -4% | -$90.8K | 0.51% | 41 |
|
|
2015
Q1 | $2.2M | Buy |
54,203
+17,213
| +47% | +$698K | 0.54% | 35 |
|
|
2014
Q4 | $22.1K | Buy |
36,990
+5,154
| +16% | +$3.08K | 0.47% | 26 |
|
|
2014
Q3 | $1.37M | Sell |
31,836
-48,538
| -60% | -$2.09M | 0.36% | 61 |
|
|
2014
Q2 | $1.95M | Buy |
80,374
+44,701
| +125% | +$1.09M | 0.46% | 36 |
|
|
2014
Q1 | $1.38M | Sell |
35,673
-4,101
| -10% | -$159K | 0.42% | 44 |
|
|
2013
Q4 | $1.64M | Sell |
39,774
-166
| -0.4% | -$6.86K | 0.52% | 36 |
|
|
2013
Q3 | $1.51M | Buy |
39,940
+1,433
| +4% | +$54.3K | 0.52% | 33 |
|
|
2013
Q2 | $1.55M | Buy |
+38,507
| New | +$1.55M | 0.52% | 33 |
|