TLWM Financial’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 | $240K | Hold |
3,388
| – | – | 0.05% | 68 |
|
|
2025
Q1 | $243K | Hold |
3,388
| – | – | 0.05% | 73 |
|
|
2024
Q4 | $211K | Hold |
3,388
| – | – | 0.04% | 73 |
|
|
2024
Q3 | $243K | Sell |
3,388
-1,370
| -29% | -$98.4K | 0.05% | 72 |
|
|
2024
Q2 | $303K | Sell |
4,758
-1,929
| -29% | -$123K | 0.07% | 69 |
|
|
2024
Q1 | $409K | Sell |
6,687
-100
| -1% | -$6.12K | 0.09% | 65 |
|
|
2023
Q4 | $400K | Sell |
6,787
-100
| -1% | -$5.89K | 0.09% | 63 |
|
|
2023
Q3 | $386K | Buy |
6,887
+70
| +1% | +$3.92K | 0.1% | 62 |
|
|
2023
Q2 | $411K | Buy |
+6,817
| New | +$411K | 0.12% | 57 |
|