Epstein & White Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $362K | Sell |
|
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|
2020
Q2 | $380K | Sell |
|
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|
2020
Q1 | $564K | Sell |
|
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|
2019
Q4 | $871K | Sell |
|
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|
2019
Q3 | $919K | Sell |
|
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|
2019
Q2 | $912K | Buy |
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|
2019
Q1 | $646K | Buy |
|
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|
2018
Q4 | $459K | Sell |
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|
2018
Q3 | $446K | Sell |
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|
2018
Q2 | $648K | Sell |
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|
2018
Q1 | $661K | Buy |
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|
2017
Q4 | $682K | Buy |
|