BAM
Bruderman Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $208K | Buy |
+3,303
| New | +$208K | 0.37% | 60 |
|
|
2019
Q4 | – | Sell |
-5,664
| Closed | -$296K | – | 108 |
|
|
2019
Q3 | $296K | Sell |
5,664
-1,448
| -20% | -$75.7K | 0.07% | 102 |
|
|
2019
Q2 | $362K | Sell |
7,112
-9,376
| -57% | -$477K | 0.09% | 86 |
|
|
2019
Q1 | $773K | Sell |
16,488
-1,589
| -9% | -$74.5K | 0.17% | 79 |
|
|
2018
Q4 | $856K | Buy |
18,077
+9,294
| +106% | +$440K | 0.22% | 66 |
|
|
2018
Q3 | $406K | Sell |
8,783
-3,281
| -27% | -$152K | 0.09% | 91 |
|
|
2018
Q2 | $529K | Sell |
12,064
-984
| -8% | -$43.1K | 0.13% | 92 |
|
|
2018
Q1 | $567K | Sell |
13,048
-230
| -2% | -$10K | 0.14% | 90 |
|
|
2017
Q4 | $609K | Sell |
13,278
-703
| -5% | -$32.2K | 0.15% | 86 |
|
|
2017
Q3 | $629K | Buy |
13,981
+394
| +3% | +$17.7K | 0.16% | 82 |
|
|
2017
Q2 | $609K | Buy |
13,587
+502
| +4% | +$22.5K | 0.16% | 84 |
|
|
2017
Q1 | $555K | Buy |
13,085
+100
| +0.8% | +$4.24K | 0.16% | 77 |
|
|
2016
Q4 | $538K | Sell |
12,985
-230
| -2% | -$9.53K | 0.16% | 80 |
|
|
2016
Q3 | $559K | Sell |
13,215
-299
| -2% | -$12.6K | 0.17% | 84 |
|
|
2016
Q2 | $613K | Buy |
13,514
+292
| +2% | +$13.2K | 0.19% | 81 |
|
|
2016
Q1 | $613K | Hold |
13,222
| – | – | 0.21% | 78 |
|
|
2015
Q4 | $568K | Buy |
13,222
+1,251
| +10% | +$53.7K | 0.21% | 69 |
|
|
2015
Q3 | $480K | Buy |
11,971
+10
| +0.1% | +$401 | 0.19% | 71 |
|
|
2015
Q2 | $469K | Buy |
11,961
+286
| +2% | +$11.2K | 0.18% | 73 |
|
|
2015
Q1 | $473K | Buy |
+11,675
| New | +$473K | 0.18% | 73 |
|