Epstein & White Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $339K | Buy |
6,260
+477
| +8% | +$25.8K | 0.09% | 57 |
|
|
2021
Q1 | $304K | Sell |
5,783
-1,016
| -15% | -$53.4K | 0.09% | 57 |
|
|
2020
Q4 | $373K | Sell |
6,799
-465
| -6% | -$25.5K | 0.11% | 43 |
|
|
2020
Q3 | $362K | Sell |
7,264
-1,204
| -14% | -$60K | 0.13% | 38 |
|
|
2020
Q2 | $380K | Sell |
8,468
-4,285
| -34% | -$192K | 0.14% | 37 |
|
|
2020
Q1 | $564K | Sell |
12,753
-2,954
| -19% | -$131K | 0.24% | 36 |
|
|
2019
Q4 | $871K | Sell |
15,707
-1,112
| -7% | -$61.7K | 0.38% | 27 |
|
|
2019
Q3 | $919K | Sell |
16,819
-1,740
| -9% | -$95.1K | 0.45% | 23 |
|
|
2019
Q2 | $912K | Buy |
18,559
+4,716
| +34% | +$232K | 0.49% | 18 |
|
|
2019
Q1 | $646K | Buy |
13,843
+4,071
| +42% | +$190K | 0.37% | 28 |
|
|
2018
Q4 | $459K | Sell |
9,772
-87
| -0.9% | -$4.09K | 0.29% | 32 |
|
|
2018
Q3 | $446K | Sell |
9,859
-5,131
| -34% | -$232K | 0.29% | 37 |
|
|
2018
Q2 | $648K | Sell |
14,990
-357
| -2% | -$15.4K | 0.48% | 30 |
|
|
2018
Q1 | $661K | Buy |
15,347
+143
| +0.9% | +$6.16K | 0.42% | 34 |
|
|
2017
Q4 | $682K | Buy |
+15,204
| New | +$682K | 0.39% | 40 |
|