Sullivan, Bruyette, Speros & Blaney’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
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.47M | Sell |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $1.76M | Sell |
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|
2019
Q3 | $1.82M | Buy |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.31M | Buy |
|
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $1.21M | Sell |
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|
2018
Q1 | $1.27M | Sell |
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|
2017
Q4 | $1.36M | Sell |
|
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|
2017
Q3 | $1.88M | Buy |
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|
2017
Q2 | $1.82M | Sell |
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|
2017
Q1 | $1.73M | Sell |
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|
2016
Q4 | $1.79M | Sell |
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|
2016
Q3 | $1.83M | Buy |
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|
2016
Q2 | $1.59M | Buy |
|