Tempus Wealth Planning’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 | $338K | Buy |
4,772
+24
| +0.5% | +$1.7K | 0.08% | 198 |
|
|
2025
Q1 | $340K | Sell |
4,748
-20
| -0.4% | -$1.43K | 0.1% | 190 |
|
|
2024
Q4 | $297K | Buy |
4,768
+958
| +25% | +$59.6K | 0.09% | 193 |
|
|
2024
Q3 | $274K | Buy |
3,810
+35
| +0.9% | +$2.52K | 0.1% | 181 |
|
|
2024
Q2 | $240K | Buy |
+3,775
| New | +$240K | 0.1% | 173 |
|
|
2023
Q3 | – | Sell |
-3,349
| Closed | -$202K | – | 181 |
|
|
2023
Q2 | $202K | Buy |
3,349
+3
| +0.1% | +$181 | 0.09% | 179 |
|
|
2023
Q1 | $208K | Buy |
+3,346
| New | +$208K | 0.1% | 167 |
|