Tidemark’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 | $56.1K | Buy |
793
+2
| +0.3% | +$142 | 0.02% | 226 |
|
|
2025
Q1 | $56.7K | Buy |
791
+73
| +10% | +$5.23K | 0.02% | 226 |
|
|
2024
Q4 | $44.7K | Sell |
718
-198
| -22% | -$12.3K | 0.02% | 250 |
|
|
2024
Q3 | $65.9K | Buy |
916
+11
| +1% | +$791 | 0.03% | 192 |
|
|
2024
Q2 | $57.6K | Buy |
905
+55
| +6% | +$3.5K | 0.03% | 193 |
|
|
2024
Q1 | $52K | Buy |
850
+409
| +93% | +$25K | 0.03% | 225 |
|
|
2023
Q4 | $26K | Buy |
+441
| New | +$26K | 0.02% | 301 |
|