TPB Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $698K | Sell |
11,254
-1,087
| -9% | -$67.4K | 0.38% | 30 |
|
|
2022
Q4 | $796K | Sell |
12,341
-312
| -2% | -$20.1K | 0.41% | 35 |
|
|
2022
Q3 | $709K | Buy |
12,653
+156
| +1% | +$8.74K | 0.34% | 30 |
|
|
2022
Q2 | $786K | Buy |
12,497
+602
| +5% | +$37.9K | 0.35% | 34 |
|
|
2022
Q1 | $737K | Sell |
11,895
-200
| -2% | -$12.4K | 0.28% | 34 |
|
|
2021
Q4 | $716K | Sell |
12,095
-1,397
| -10% | -$82.7K | 0.35% | 33 |
|
|
2021
Q3 | $708K | Sell |
13,492
-434
| -3% | -$22.8K | 0.51% | 31 |
|
|
2021
Q2 | $753K | Sell |
13,926
-74
| -0.5% | -$4K | 0.49% | 31 |
|
|
2021
Q1 | $720K | Sell |
14,000
-1,000
| -7% | -$51.4K | 0.62% | 26 |
|
|
2020
Q4 | $847K | Buy |
+15,000
| New | +$847K | 0.84% | 19 |
|