TBWA
Three Bridge Wealth Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,539
| Closed | -$220K | – | 90 |
|
|
2024
Q4 | $220K | Sell |
3,539
-89
| -2% | -$5.54K | 0.08% | 89 |
|
|
2024
Q3 | $263K | Sell |
3,628
-227
| -6% | -$16.4K | 0.1% | 76 |
|
|
2024
Q2 | $247K | Hold |
3,855
| – | – | 0.1% | 78 |
|
|
2024
Q1 | $238K | Sell |
3,855
-78
| -2% | -$4.81K | 0.09% | 83 |
|
|
2023
Q4 | $232K | Sell |
3,933
-311
| -7% | -$18.3K | 0.08% | 85 |
|
|
2023
Q3 | $240K | Sell |
4,244
-333
| -7% | -$18.8K | 0.1% | 77 |
|
|
2023
Q2 | $278K | Hold |
4,577
| – | – | 0.12% | 76 |
|
|
2023
Q1 | $285K | Buy |
+4,577
| New | +$285K | 0.13% | 73 |
|
|
2022
Q4 | – | Sell |
-3,907
| Closed | -$221K | – | 86 |
|
|
2022
Q3 | $221K | Sell |
3,907
-90
| -2% | -$5.09K | 0.11% | 79 |
|
|
2022
Q2 | $253K | Hold |
3,997
| – | – | 0.12% | 77 |
|
|
2022
Q1 | $250K | Buy |
+3,997
| New | +$250K | 0.07% | 81 |
|