Bingham Osborn & Scarborough’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,132
| Closed | -$532K | – | 84 |
|
|
2021
Q3 | $532K | Buy |
10,132
+1,196
| +13% | +$62.8K | 0.04% | 86 |
|
|
2021
Q2 | $484K | Buy |
8,936
+601
| +7% | +$32.6K | 0.03% | 95 |
|
|
2021
Q1 | $439K | Buy |
8,335
+1,528
| +22% | +$80.5K | 0.03% | 87 |
|
|
2020
Q4 | $373K | Sell |
6,807
-3,306
| -33% | -$181K | 0.03% | 96 |
|
|
2020
Q3 | $499K | Buy |
10,113
+358
| +4% | +$17.7K | 0.04% | 94 |
|
|
2020
Q2 | $436K | Sell |
9,755
-397
| -4% | -$17.7K | 0.04% | 96 |
|
|
2020
Q1 | $449K | Buy |
10,152
+1,855
| +22% | +$82K | 0.04% | 91 |
|
|
2019
Q4 | $459K | Buy |
8,297
+901
| +12% | +$49.8K | 0.04% | 99 |
|
|
2019
Q3 | $403K | Sell |
7,396
-1,404
| -16% | -$76.5K | 0.04% | 99 |
|
|
2019
Q2 | $448K | Buy |
8,800
+2,854
| +48% | +$145K | 0.04% | 91 |
|
|
2019
Q1 | $279K | Sell |
5,946
-622
| -9% | -$29.2K | 0.03% | 121 |
|
|
2018
Q4 | $311K | Buy |
6,568
+518
| +9% | +$24.5K | 0.03% | 104 |
|
|
2018
Q3 | $279K | Buy |
6,050
+26
| +0.4% | +$1.2K | 0.02% | 117 |
|
|
2018
Q2 | $264K | Buy |
6,024
+497
| +9% | +$21.8K | 0.02% | 119 |
|
|
2018
Q1 | $240K | Sell |
5,527
-145
| -3% | -$6.3K | 0.02% | 123 |
|
|
2017
Q4 | $260K | Buy |
5,672
+639
| +13% | +$29.3K | 0.02% | 111 |
|
|
2017
Q3 | $227K | Buy |
5,033
+235
| +5% | +$10.6K | 0.02% | 112 |
|
|
2017
Q2 | $215K | Buy |
+4,798
| New | +$215K | 0.02% | 115 |
|
|
2014
Q2 | – | Sell |
-5,989
| Closed | -$232K | – | 120 |
|
|
2014
Q1 | $232K | Sell |
5,989
-1,600
| -21% | -$62K | 0.03% | 93 |
|
|
2013
Q4 | $314K | Buy |
+7,589
| New | +$314K | 0.05% | 74 |
|