Tiller Private Wealth’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 | $212K | Sell |
2,984
-14
| -0.5% | -$995 | 0.08% | 59 |
|
|
2025
Q1 | $215K | Buy |
+2,998
| New | +$215K | 0.09% | 52 |
|
|
2024
Q4 | – | Sell |
-2,984
| Closed | -$214K | – | 58 |
|
|
2024
Q3 | $214K | Buy |
+2,984
| New | +$214K | 0.09% | 54 |
|
|
2024
Q2 | – | Sell |
-3,317
| Closed | -$203K | – | 51 |
|
|
2024
Q1 | $203K | Sell |
3,317
-177
| -5% | -$10.8K | 0.09% | 47 |
|
|
2023
Q4 | $206K | Buy |
+3,494
| New | +$206K | 0.1% | 44 |
|
|
2023
Q3 | – | Sell |
-3,494
| Closed | -$210K | – | 47 |
|
|
2023
Q2 | $210K | Hold |
3,494
| – | – | 0.11% | 43 |
|
|
2023
Q1 | $217K | Hold |
3,494
| – | – | 0.12% | 43 |
|
|
2022
Q4 | $222K | Buy |
+3,494
| New | +$222K | 0.13% | 44 |
|
|
2022
Q3 | – | Sell |
-3,494
| Closed | -$220K | – | 50 |
|
|
2022
Q2 | $220K | Hold |
3,494
| – | – | 0.14% | 44 |
|
|
2022
Q1 | $217K | Buy |
+3,494
| New | +$217K | 0.13% | 50 |
|