B. Riley Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $4.37K | Buy |
69,518
+25,151
| +57% | +$1.58K | 0.01% | 151 |
|
2022
Q1 | $2.75M | Buy |
44,367
+1,601
| +4% | +$99.3K | 0.21% | 106 |
|
2021
Q4 | $2.53M | Buy |
42,766
+2,400
| +6% | +$142K | 0.18% | 119 |
|
2021
Q3 | $2.12M | Buy |
40,366
+15,023
| +59% | +$788K | 0.16% | 129 |
|
2021
Q2 | $1.37M | Sell |
25,343
-4,347
| -15% | -$235K | 0.15% | 141 |
|
2021
Q1 | $1.57M | Sell |
29,690
-2,542
| -8% | -$134K | 0.18% | 114 |
|
2020
Q4 | $1.77M | Buy |
32,232
+1,015
| +3% | +$55.7K | 0.23% | 98 |
|
2020
Q3 | $1.54M | Sell |
31,217
-38,072
| -55% | -$1.88M | 0.18% | 111 |
|
2020
Q2 | $3.1M | Sell |
69,289
-59,267
| -46% | -$2.65M | 0.34% | 72 |
|
2020
Q1 | $5.69M | Buy |
128,556
+90,976
| +242% | +$4.03M | 0.6% | 41 |
|
2019
Q4 | $2.08M | Buy |
37,580
+16,245
| +76% | +$899K | 0.31% | 74 |
|
2019
Q3 | $1.16M | Buy |
21,335
+909
| +4% | +$49.5K | 0.2% | 115 |
|
2019
Q2 | $1.04K | Buy |
20,426
+134
| +0.7% | +$7 | 0.16% | 130 |
|
2019
Q1 | $951K | Buy |
20,292
+659
| +3% | +$30.9K | 0.16% | 141 |
|
2018
Q4 | $930K | Buy |
19,633
+5,292
| +37% | +$251K | 0.2% | 120 |
|
2018
Q3 | $662K | Buy |
+14,341
| New | +$662K | 0.16% | 124 |
|
2016
Q1 | $298K | Sell |
6,441
-1,545
| -19% | -$71.5K | 0.45% | 81 |
|
2015
Q4 | $343K | Sell |
7,986
-455
| -5% | -$19.5K | 0.44% | 82 |
|
2015
Q3 | $338K | Sell |
8,441
-157
| -2% | -$6.29K | 0.48% | 75 |
|
2015
Q2 | $337K | Sell |
8,598
-163
| -2% | -$6.39K | 0.27% | 105 |
|
2015
Q1 | $355K | Hold |
8,761
| – | – | 0.27% | 109 |
|
2014
Q4 | $369K | Sell |
8,761
-1,891
| -18% | -$79.6K | 0.3% | 85 |
|
2014
Q3 | $454K | Sell |
10,652
-2,597
| -20% | -$111K | 0.34% | 67 |
|
2014
Q2 | $561K | Buy |
13,249
+1,507
| +13% | +$63.8K | 0.36% | 60 |
|
2014
Q1 | $454K | Buy |
+11,742
| New | +$454K | 0.34% | 70 |
|