BFA
Brendel Financial Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-30,227
| Closed | -$1.78M | – | 80 |
|
|
2023
Q4 | $1.78M | Buy |
+30,227
| New | +$1.78M | 1.17% | 38 |
|
|
2022
Q3 | – | Sell |
-61,026
| Closed | -$3.84M | – | 79 |
|
|
2022
Q2 | $3.84M | Sell |
61,026
-5,214
| -8% | -$328K | 3.34% | 6 |
|
|
2022
Q1 | $4.11M | Buy |
+66,240
| New | +$4.11M | 2.23% | 12 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | -$1K | – | 176 |
|
|
2021
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 262 |
|
|
2020
Q2 | – | Sell |
-10,011
| Closed | -$443K | – | 86 |
|
|
2020
Q1 | $443K | Buy |
10,011
+705
| +8% | +$31.2K | 0.52% | 48 |
|
|
2019
Q4 | $515K | Buy |
+9,306
| New | +$515K | 0.44% | 55 |
|