TLW Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-109,308
| Closed | -$5.99M | – | 19 |
|
|
2020
Q4 | $5.99M | Buy |
109,308
+3,406
| +3% | +$187K | 3.87% | 15 |
|
|
2020
Q3 | $5.23M | Buy |
105,902
+7,638
| +8% | +$377K | 3.89% | 15 |
|
|
2020
Q2 | $4.39M | Buy |
98,264
+3,451
| +4% | +$154K | 3.79% | 15 |
|
|
2020
Q1 | $4.2M | Buy |
94,813
+16,934
| +22% | +$749K | 4.59% | 12 |
|
|
2019
Q4 | $4.31M | Buy |
77,879
+48,196
| +162% | +$2.67M | 3.74% | 13 |
|
|
2019
Q3 | $1.62M | Buy |
+29,683
| New | +$1.62M | 1.51% | 24 |
|