TLWM Financial’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Hold
2025
Q2
$240K Hold
2025
Q1
$243K Hold
2024
Q4
$211K Hold
2024
Q3
$243K Sell
2024
Q2
$303K Sell
2024
Q1
$409K Sell
2023
Q4
$400K Sell
2023
Q3
$386K Buy
2023
Q2
$411K Buy