TFM
TFC Financial Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
4,532
+388
| +9% | +$27.5K | 0.04% | 96 |
|
|
2025
Q1 | $297K | Sell |
4,144
-440
| -10% | -$31.5K | 0.05% | 97 |
|
|
2024
Q4 | $285K | Buy |
4,584
+7
| +0.2% | +$436 | 0.05% | 102 |
|
|
2024
Q3 | $329K | Buy |
4,577
+172
| +4% | +$12.4K | 0.05% | 95 |
|
|
2024
Q2 | $280K | Buy |
4,405
+21
| +0.5% | +$1.34K | 0.05% | 96 |
|
|
2024
Q1 | $268K | Sell |
4,384
-55
| -1% | -$3.37K | 0.05% | 95 |
|
|
2023
Q4 | $262K | Sell |
4,439
-112
| -2% | -$6.6K | 0.05% | 95 |
|
|
2023
Q3 | $255K | Buy |
4,551
+128
| +3% | +$7.17K | 0.06% | 90 |
|
|
2023
Q2 | $266K | Buy |
4,423
+22
| +0.5% | +$1.33K | 0.07% | 89 |
|
|
2023
Q1 | $273K | Buy |
4,401
+60
| +1% | +$3.72K | 0.07% | 85 |
|
|
2022
Q4 | $276K | Buy |
4,341
+1
| +0% | +$64 | 0.08% | 80 |
|
|
2022
Q3 | $243K | Hold |
4,340
| – | – | 0.08% | 83 |
|
|
2022
Q2 | $273K | Hold |
4,340
| – | – | 0.08% | 79 |
|
|
2022
Q1 | $269K | Hold |
4,340
| – | – | 0.08% | 80 |
|
|
2021
Q4 | $257K | Sell |
4,340
-300
| -6% | -$17.8K | 0.08% | 86 |
|
|
2021
Q3 | $243K | Buy |
4,640
+300
| +7% | +$15.7K | 0.08% | 83 |
|
|
2021
Q2 | $235K | Hold |
4,340
| – | – | 0.08% | 84 |
|
|
2021
Q1 | $229K | Hold |
4,340
| – | – | 0.09% | 82 |
|
|
2020
Q4 | $238K | Hold |
4,340
| – | – | 0.1% | 79 |
|
|
2020
Q3 | $214K | Buy |
+4,340
| New | +$214K | 0.11% | 71 |
|