Tanglewood Legacy 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 | $70.3K | Hold |
994
| – | – | 0.03% | 154 |
|
|
2025
Q1 | $71.2K | Hold |
994
| – | – | 0.03% | 150 |
|
|
2024
Q4 | $61.9K | Hold |
994
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $71.4K | Hold |
994
| – | – | 0.03% | 140 |
|
|
2024
Q2 | $63.3K | Hold |
994
| – | – | 0.03% | 143 |
|
|
2024
Q1 | $60.8K | Hold |
994
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $58.6K | Hold |
994
| – | – | 0.03% | 140 |
|
|
2023
Q3 | $55.6K | Hold |
994
| – | – | 0.03% | 145 |
|
|
2023
Q2 | $59.9K | Buy |
+994
| New | +$59.9K | 0.03% | 146 |
|