BKS Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $681K | Buy |
14,528
+4,375
| +43% | +$205K | 0.27% | 88 |
|
|
2018
Q4 | $481K | Sell |
10,153
-705
| -6% | -$33.4K | 0.22% | 113 |
|
|
2018
Q3 | $501K | Sell |
10,858
-1,300
| -11% | -$60K | 0.18% | 129 |
|
|
2018
Q2 | $533K | Buy |
12,158
+1,710
| +16% | +$75K | 0.19% | 126 |
|
|
2018
Q1 | $454K | Hold |
10,448
| – | – | 0.17% | 132 |
|
|
2017
Q4 | $479K | Sell |
10,448
-1,202
| -10% | -$55.1K | 0.17% | 131 |
|
|
2017
Q3 | $524K | Buy |
11,650
+50
| +0.4% | +$2.25K | 0.2% | 114 |
|
|
2017
Q2 | $520K | Sell |
11,600
-1,251
| -10% | -$56.1K | 0.21% | 114 |
|
|
2017
Q1 | $545K | Buy |
12,851
+115
| +0.9% | +$4.88K | 0.24% | 107 |
|
|
2016
Q4 | $528K | Buy |
12,736
+314
| +3% | +$13K | 0.25% | 104 |
|
|
2016
Q3 | $526K | Buy |
12,422
+43
| +0.3% | +$1.82K | 0.24% | 93 |
|
|
2016
Q2 | $561K | Buy |
12,379
+153
| +1% | +$6.93K | 0.29% | 88 |
|
|
2016
Q1 | $567K | Buy |
12,226
+680
| +6% | +$31.5K | 0.3% | 85 |
|
|
2015
Q4 | $496K | Sell |
11,546
-42
| -0.4% | -$1.8K | 0.26% | 89 |
|
|
2015
Q3 | $465K | Sell |
11,588
-659
| -5% | -$26.4K | 0.26% | 81 |
|
|
2015
Q2 | $480K | Sell |
12,247
-890
| -7% | -$34.9K | 0.23% | 82 |
|
|
2015
Q1 | $533K | Buy |
+13,137
| New | +$533K | 0.25% | 78 |
|