TSA 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
Q2 | $4.87M | Sell |
68,792
-288
| -0.4% | -$20.4K | 1.78% | 18 |
|
|
2025
Q1 | $4.95M | Sell |
69,080
-91
| -0.1% | -$6.52K | 1.97% | 17 |
|
|
2024
Q4 | $4.31M | Buy |
69,171
+103
| +0.1% | +$6.41K | 1.75% | 16 |
|
|
2024
Q3 | $4.96M | Buy |
69,068
+300
| +0.4% | +$21.6K | 2% | 16 |
|
|
2024
Q2 | $4.38M | Buy |
68,768
+306
| +0.4% | +$19.5K | 1.86% | 15 |
|
|
2024
Q1 | $4.19M | Buy |
68,462
+40
| +0.1% | +$2.45K | 1.82% | 16 |
|
|
2023
Q4 | $4.03M | Buy |
+68,422
| New | +$4.03M | 1.88% | 14 |
|