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