Tyler-Stone 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 | $373K | Buy |
5,270
+19
| +0.4% | +$1.34K | 0.06% | 230 |
|
|
2025
Q1 | $376K | Buy |
5,251
+104
| +2% | +$7.45K | 0.07% | 217 |
|
|
2024
Q4 | $320K | Buy |
5,147
+298
| +6% | +$18.6K | 0.06% | 244 |
|
|
2024
Q3 | $348K | Buy |
4,849
+2,574
| +113% | +$185K | 0.07% | 229 |
|
|
2024
Q2 | $145K | Hold |
2,275
| – | – | 0.06% | 233 |
|
|
2024
Q1 | $139K | Sell |
2,275
-461
| -17% | -$28.2K | 0.06% | 236 |
|
|
2023
Q4 | $161K | Hold |
2,736
| – | – | 0.08% | 199 |
|
|
2023
Q3 | $153K | Buy |
2,736
+461
| +20% | +$25.8K | 0.09% | 189 |
|
|
2023
Q2 | $137K | Buy |
+2,275
| New | +$137K | 0.08% | 203 |
|
|
2022
Q4 | $161K | Hold |
2,538
| – | – | 0.11% | 168 |
|
|
2022
Q3 | $142K | Sell |
2,538
-5,620
| -69% | -$314K | 0.11% | 170 |
|
|
2022
Q2 | $513K | Buy |
8,158
+170
| +2% | +$10.7K | 0.34% | 66 |
|
|
2022
Q1 | $495K | Sell |
7,988
-726
| -8% | -$45K | 0.27% | 78 |
|
|
2021
Q4 | $516K | Buy |
+8,714
| New | +$516K | 0.27% | 81 |
|