TFA
Tobias Financial Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
3,538
-29
| -0.8% | -$2.05K | 0.04% | 103 |
|
|
2025
Q1 | $255K | Buy |
3,567
+3
| +0.1% | +$215 | 0.05% | 93 |
|
|
2024
Q4 | $222K | Buy |
+3,564
| New | +$222K | 0.04% | 103 |
|
|
2022
Q1 | – | Sell |
-558,383
| Closed | -$33.1M | – | 103 |
|
|
2021
Q4 | $33.1M | Buy |
+558,383
| New | +$33.1M | 2.6% | 14 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 172 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 294 |
|