AWM
Accurate Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
18,981
+3,738
| +25% | +$261K | 0.2% | 122 |
|
|
2025
Q1 | $1.09M | Buy |
15,243
+1,414
| +10% | +$101K | 0.21% | 114 |
|
|
2024
Q4 | $845K | Buy |
13,829
+1,533
| +12% | +$93.6K | 0.16% | 141 |
|
|
2024
Q3 | $865K | Sell |
12,296
-663
| -5% | -$46.6K | 0.17% | 129 |
|
|
2024
Q2 | $822K | Buy |
12,959
+288
| +2% | +$18.3K | 0.2% | 112 |
|
|
2024
Q1 | $762K | Buy |
12,671
+427
| +3% | +$25.7K | 0.22% | 103 |
|
|
2023
Q4 | $732K | Sell |
12,244
-40,994
| -77% | -$2.45M | 0.23% | 100 |
|
|
2023
Q3 | $2.88M | Buy |
53,238
+41,569
| +356% | +$2.25M | 0.9% | 27 |
|
|
2023
Q2 | $711K | Buy |
11,669
+299
| +3% | +$18.2K | 0.22% | 99 |
|
|
2023
Q1 | $713K | Buy |
11,370
+691
| +6% | +$43.3K | 0.25% | 96 |
|
|
2022
Q4 | $663K | Sell |
10,679
-53,381
| -83% | -$3.32M | 0.24% | 82 |
|
|
2022
Q3 | $3.64M | Buy |
64,060
+55,175
| +621% | +$3.13M | 1.52% | 12 |
|
|
2022
Q2 | $559K | Sell |
8,885
-23,282
| -72% | -$1.46M | 0.3% | 71 |
|
|
2022
Q1 | $1.99M | Buy |
32,167
+19,601
| +156% | +$1.22M | 0.89% | 19 |
|
|
2021
Q4 | $710K | Buy |
12,566
+959
| +8% | +$54.2K | 0.58% | 48 |
|
|
2021
Q3 | $629K | Buy |
11,607
+977
| +9% | +$52.9K | 0.55% | 46 |
|
|
2021
Q2 | $575K | Buy |
+10,630
| New | +$575K | 0.51% | 45 |
|