Tanager Wealth Management’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 | $256K | Sell |
3,612
-1,057
| -23% | -$74.8K | 0.03% | 103 |
|
|
2025
Q1 | $337K | Buy |
4,669
+354
| +8% | +$25.5K | 0.04% | 86 |
|
|
2024
Q4 | $269K | Buy |
4,315
+1,255
| +41% | +$78.1K | 0.03% | 97 |
|
|
2024
Q3 | $221K | Sell |
3,060
-64
| -2% | -$4.63K | 0.03% | 99 |
|
|
2024
Q2 | $200K | Buy |
+3,124
| New | +$200K | 0.03% | 95 |
|