Talisman Wealth Advisors’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 | $1M | Buy |
14,154
+158
| +1% | +$11.2K | 0.91% | 28 |
|
|
2025
Q1 | $1M | Sell |
13,996
-180
| -1% | -$12.9K | 1.03% | 24 |
|
|
2024
Q4 | $883K | Buy |
14,176
+85
| +0.6% | +$5.29K | 0.94% | 29 |
|
|
2024
Q3 | $1.01M | Buy |
14,091
+47
| +0.3% | +$3.37K | 1.07% | 24 |
|
|
2024
Q2 | $894K | Buy |
14,044
+3
| +0% | +$191 | 1.03% | 27 |
|
|
2024
Q1 | $859K | Sell |
14,041
-9
| -0.1% | -$551 | 1.08% | 28 |
|
|
2023
Q4 | $828K | Buy |
14,050
+600
| +4% | +$35.4K | 1.23% | 24 |
|
|
2023
Q3 | $753K | Sell |
13,450
-126
| -0.9% | -$7.05K | 1.3% | 22 |
|
|
2023
Q2 | $818K | Buy |
13,576
+425
| +3% | +$25.6K | 1.39% | 21 |
|
|
2023
Q1 | $816K | Buy |
13,151
+684
| +5% | +$42.4K | 1.47% | 20 |
|
|
2022
Q4 | $793K | Buy |
+12,467
| New | +$793K | 1.69% | 19 |
|