Balasa Dinverno & Foltz’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $220K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $479K | Sell |
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|
2019
Q4 | $616K | Buy |
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|
2019
Q3 | $590K | Buy |
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|
2019
Q2 | $551K | Buy |
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|
2019
Q1 | $399K | Buy |
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|
2018
Q4 | $389K | Sell |
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|
2018
Q3 | $394K | Buy |
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|
2018
Q2 | $371K | Sell |
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|
2018
Q1 | $397K | Buy |
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|
2017
Q4 | $415K | Sell |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $493K | Sell |
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|
2017
Q1 | $495K | Sell |
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|
2016
Q4 | $498K | Buy |
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|
2016
Q3 | $447K | Buy |
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|
2016
Q2 | $479K | Sell |
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|
2016
Q1 | $511K | Sell |
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|
2015
Q4 | $475K | Buy |
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|
2015
Q3 | $426K | Sell |
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|
2015
Q2 | $468K | Sell |
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|
2015
Q1 | $640K | Sell |
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|
2014
Q4 | $907K | Sell |
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|
2014
Q3 | $946K | Buy |
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|
2014
Q2 | $922K | Sell |
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|
2014
Q1 | $879K | Buy |
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|
2013
Q4 | $869K | Sell |
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|
2013
Q3 | $797K | Sell |
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|
2013
Q2 | $874K | Buy |
|