Moisand Fitzgerald Tamayo’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Hold |
8,090
| – | – | 0.07% | 67 |
|
|
2025
Q1 | $579K | Sell |
8,090
-169
| -2% | -$12.1K | 0.08% | 66 |
|
|
2024
Q4 | $514K | Sell |
8,259
-19
| -0.2% | -$1.18K | 0.07% | 67 |
|
|
2024
Q3 | $595K | Buy |
8,278
+83
| +1% | +$5.96K | 0.08% | 67 |
|
|
2024
Q2 | $522K | Buy |
8,195
+240
| +3% | +$15.3K | 0.08% | 67 |
|
|
2024
Q1 | $487K | Buy |
7,955
+25
| +0.3% | +$1.53K | 0.07% | 68 |
|
|
2023
Q4 | $467K | Buy |
7,930
+9
| +0.1% | +$530 | 0.08% | 67 |
|
|
2023
Q3 | $443K | Buy |
7,921
+30
| +0.4% | +$1.68K | 0.09% | 66 |
|
|
2023
Q2 | $475K | Hold |
7,891
| – | – | 0.1% | 66 |
|
|
2023
Q1 | $489K | Sell |
7,891
-3,099
| -28% | -$192K | 0.1% | 68 |
|
|
2022
Q4 | $699K | Buy |
10,990
+197
| +2% | +$12.5K | 0.16% | 60 |
|
|
2022
Q3 | $605K | Buy |
10,793
+260
| +2% | +$14.6K | 0.17% | 61 |
|
|
2022
Q2 | $663K | Buy |
10,533
+8,874
| +535% | +$559K | 0.18% | 59 |
|
|
2022
Q1 | $103K | Sell |
1,659
-6,452
| -80% | -$401K | 0.05% | 85 |
|
|
2021
Q4 | $480K | Hold |
8,111
| – | – | 0.14% | 64 |
|
|
2021
Q3 | $426K | Hold |
8,111
| – | – | 0.14% | 65 |
|
|
2021
Q2 | $439K | Buy |
8,111
+2
| +0% | +$108 | 0.16% | 60 |
|
|
2021
Q1 | $427K | Sell |
8,109
-445
| -5% | -$23.4K | 0.18% | 57 |
|
|
2020
Q4 | $469K | Sell |
8,554
-21
| -0.2% | -$1.15K | 0.21% | 56 |
|
|
2020
Q3 | $423K | Hold |
8,575
| – | – | 0.22% | 53 |
|
|
2020
Q2 | $383K | Hold |
8,575
| – | – | 0.21% | 54 |
|
|
2020
Q1 | $379K | Hold |
8,575
| – | – | 0.25% | 53 |
|
|
2019
Q4 | $475K | Sell |
8,575
-1,200
| -12% | -$66.5K | 0.25% | 53 |
|
|
2019
Q3 | $532K | Sell |
9,775
-82
| -0.8% | -$4.46K | 0.29% | 51 |
|
|
2019
Q2 | $502K | Sell |
9,857
-270
| -3% | -$13.8K | 0.27% | 53 |
|
|
2019
Q1 | $475K | Hold |
10,127
| – | – | 0.26% | 53 |
|
|
2018
Q4 | $480K | Hold |
10,127
| – | – | 0.3% | 49 |
|
|
2018
Q3 | $468K | Hold |
10,127
| – | – | 0.26% | 51 |
|
|
2018
Q2 | $444K | Hold |
10,127
| – | – | 0.26% | 52 |
|
|
2018
Q1 | $440K | Sell |
10,127
-159
| -2% | -$6.91K | 0.26% | 52 |
|
|
2017
Q4 | $472K | Hold |
10,286
| – | – | 0.27% | 42 |
|
|
2017
Q3 | $463K | Buy |
10,286
+3,393
| +49% | +$153K | 0.28% | 42 |
|
|
2017
Q2 | $309K | Hold |
6,893
| – | – | 0.21% | 49 |
|
|
2017
Q1 | $293K | Sell |
6,893
-163
| -2% | -$6.93K | 0.21% | 50 |
|
|
2016
Q4 | $293K | Buy |
7,056
+25
| +0.4% | +$1.04K | 0.22% | 48 |
|
|
2016
Q3 | $298K | Sell |
7,031
-120
| -2% | -$5.09K | 0.23% | 47 |
|
|
2016
Q2 | $324K | Buy |
7,151
+1,167
| +20% | +$52.9K | 0.26% | 44 |
|
|
2016
Q1 | $278K | Sell |
5,984
-548
| -8% | -$25.5K | 0.22% | 46 |
|
|
2015
Q4 | $281K | Buy |
+6,532
| New | +$281K | 0.24% | 44 |
|