Berman Capital Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.28M | Sell |
24,335
-1,812
| -7% | -$95K | 0.2% | 63 |
|
|
2021
Q2 | $1.41M | Buy |
26,147
+4,413
| +20% | +$238K | 0.22% | 57 |
|
|
2021
Q1 | $1.14M | Buy |
21,734
+5,634
| +35% | +$297K | 0.24% | 57 |
|
|
2020
Q4 | $881K | Sell |
16,100
-1,588
| -9% | -$86.9K | 0.21% | 57 |
|
|
2020
Q3 | $872K | Buy |
17,688
+2,473
| +16% | +$122K | 0.25% | 52 |
|
|
2020
Q2 | $678K | Buy |
15,215
+652
| +4% | +$29.1K | 0.18% | 59 |
|
|
2020
Q1 | $644K | Buy |
14,563
+405
| +3% | +$17.9K | 0.21% | 57 |
|
|
2019
Q4 | $782K | Sell |
14,158
-470
| -3% | -$26K | 0.23% | 51 |
|
|
2019
Q3 | $795K | Sell |
14,628
-194
| -1% | -$10.5K | 0.25% | 42 |
|
|
2019
Q2 | $753K | Buy |
14,822
+891
| +6% | +$45.3K | 0.24% | 48 |
|
|
2019
Q1 | $651K | Buy |
13,931
+502
| +4% | +$23.5K | 0.22% | 52 |
|
|
2018
Q4 | $635K | Buy |
13,429
+3,865
| +40% | +$183K | 0.25% | 45 |
|
|
2018
Q3 | $441K | Sell |
9,564
-443
| -4% | -$20.4K | 0.19% | 60 |
|
|
2018
Q2 | $439K | Buy |
10,007
+987
| +11% | +$43.3K | 0.15% | 65 |
|
|
2018
Q1 | $392K | Buy |
9,020
+3,277
| +57% | +$142K | 0.15% | 66 |
|
|
2017
Q4 | $263K | Buy |
+5,743
| New | +$263K | 0.09% | 85 |
|