CWM
C2C Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-46,460
| Closed | -$2.57M | – | 170 |
|
|
2023
Q3 | $2.57M | Buy |
46,460
+20
| +0% | +$1.11K | 0.37% | 27 |
|
|
2023
Q2 | $2.82M | Hold |
46,440
| – | – | 0.37% | 24 |
|
|
2023
Q1 | $2.91M | Buy |
46,440
+200
| +0.4% | +$12.5K | 0.47% | 18 |
|
|
2022
Q4 | $2.79M | Hold |
46,240
| – | – | 0.48% | 18 |
|
|
2022
Q3 | $2.63M | Sell |
46,240
-500
| -1% | -$28.4K | 0.51% | 18 |
|
|
2022
Q2 | $2.92M | Sell |
46,740
-1,900
| -4% | -$119K | 0.54% | 19 |
|
|
2022
Q1 | $3.2M | Sell |
48,640
-6,882
| -12% | -$452K | 0.54% | 20 |
|
|
2021
Q4 | $3.29M | Buy |
+55,522
| New | +$3.29M | 0.47% | 22 |
|