Secrest Blakey & Associates’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $549K | Buy |
11,113
+658
| +6% | +$32.5K | 1.26% | 28 |
|
|
2020
Q2 | $467K | Buy |
10,455
+393
| +4% | +$17.6K | 1.13% | 31 |
|
|
2020
Q1 | $445K | Sell |
10,062
-341
| -3% | -$15.1K | 1.21% | 31 |
|
|
2019
Q4 | $576K | Sell |
10,403
-34
| -0.3% | -$1.88K | 1.27% | 32 |
|
|
2019
Q3 | $568K | Sell |
10,437
-490
| -4% | -$26.7K | 0.47% | 63 |
|
|
2019
Q2 | $560K | Buy |
10,927
+77
| +0.7% | +$3.95K | 0.49% | 60 |
|
|
2019
Q1 | $516K | Sell |
10,850
-1,077
| -9% | -$51.2K | 0.5% | 58 |
|
|
2018
Q4 | $565K | Buy |
+11,927
| New | +$565K | 0.47% | 59 |
|
|
2018
Q3 | – | Sell |
-12,270
| Closed | -$542K | – | 105 |
|
|
2018
Q2 | $542K | Buy |
12,270
+1,073
| +10% | +$47.4K | 0.43% | 64 |
|
|
2018
Q1 | $490K | Sell |
11,197
-3,211
| -22% | -$141K | 0.42% | 66 |
|
|
2017
Q4 | $661K | Buy |
+14,408
| New | +$661K | 0.54% | 55 |
|