Tower View 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40
| Closed | -$2.51K | – | 200 |
|
|
2024
Q4 | $2.51K | Hold |
40
| – | – | ﹤0.01% | 176 |
|
|
2024
Q3 | $2.88K | Hold |
40
| – | – | ﹤0.01% | 181 |
|
|
2024
Q2 | $2.55K | Buy |
40
+16
| +67% | +$1.02K | ﹤0.01% | 174 |
|
|
2024
Q1 | $1.47K | Hold |
24
| – | – | ﹤0.01% | 187 |
|
|
2023
Q4 | $1K | Sell |
24
-6,321
| -100% | -$263K | ﹤0.01% | 175 |
|
|
2023
Q3 | $355K | Buy |
6,345
+249
| +4% | +$13.9K | 0.25% | 48 |
|
|
2023
Q2 | $367K | Sell |
6,096
-14
| -0.2% | -$843 | 0.25% | 49 |
|
|
2023
Q1 | $379K | Buy |
6,110
+141
| +2% | +$8.75K | 0.25% | 52 |
|
|
2022
Q4 | $380K | Sell |
5,969
-642
| -10% | -$40.9K | 0.26% | 52 |
|
|
2022
Q3 | $370K | Buy |
6,611
+168
| +3% | +$9.4K | 0.28% | 53 |
|
|
2022
Q2 | $405K | Buy |
6,443
+70
| +1% | +$4.4K | 0.3% | 53 |
|
|
2022
Q1 | $395K | Buy |
6,373
+127
| +2% | +$7.87K | 0.21% | 66 |
|
|
2021
Q4 | $370K | Buy |
6,246
+109
| +2% | +$6.46K | 0.19% | 65 |
|
|
2021
Q3 | $322K | Sell |
6,137
-905
| -13% | -$47.5K | 0.18% | 68 |
|
|
2021
Q2 | $381K | Sell |
7,042
-335
| -5% | -$18.1K | 0.19% | 70 |
|
|
2021
Q1 | $389K | Sell |
7,377
-246
| -3% | -$13K | 0.21% | 71 |
|
|
2020
Q4 | $418K | Buy |
7,623
+717
| +10% | +$39.3K | 0.24% | 68 |
|
|
2020
Q3 | $341K | Buy |
6,906
+250
| +4% | +$12.3K | 0.22% | 64 |
|
|
2020
Q2 | $297K | Buy |
6,656
+1,612
| +32% | +$71.9K | 0.22% | 60 |
|
|
2020
Q1 | $223K | Buy |
5,044
+1,360
| +37% | +$60.1K | 0.2% | 56 |
|
|
2019
Q4 | $204K | Buy |
3,684
+43
| +1% | +$2.38K | 0.15% | 61 |
|
|
2019
Q3 | $198K | Buy |
3,641
+254
| +7% | +$13.8K | 0.16% | 60 |
|
|
2019
Q2 | $172K | Buy |
3,387
+420
| +14% | +$21.3K | 0.15% | 59 |
|
|
2019
Q1 | $139K | Buy |
2,967
+700
| +31% | +$32.8K | 0.12% | 61 |
|
|
2018
Q4 | $107K | Sell |
2,267
-2,569
| -53% | -$121K | 0.11% | 62 |
|
|
2018
Q3 | $223K | Buy |
4,836
+246
| +5% | +$11.3K | 0.19% | 65 |
|
|
2018
Q2 | $201K | Buy |
4,590
+16
| +0.3% | +$701 | 0.19% | 63 |
|
|
2018
Q1 | $199K | Sell |
4,574
-220
| -5% | -$9.57K | 0.2% | 65 |
|
|
2017
Q4 | $220K | Buy |
+4,794
| New | +$220K | 0.2% | 67 |
|