CWG
Cornerstone Wealth Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
26,003
+2,166
| +9% | +$153K | 0.14% | 107 |
|
|
2025
Q1 | $1.71M | Buy |
23,837
+461
| +2% | +$33K | 0.14% | 114 |
|
|
2024
Q4 | $1.46M | Buy |
23,376
+401
| +2% | +$25K | 0.12% | 114 |
|
|
2024
Q3 | $1.65M | Buy |
22,975
+137
| +0.6% | +$9.85K | 0.14% | 110 |
|
|
2024
Q2 | $1.45M | Buy |
22,838
+296
| +1% | +$18.8K | 0.13% | 113 |
|
|
2024
Q1 | $1.38M | Buy |
22,542
+12,501
| +124% | +$765K | 0.13% | 111 |
|
|
2023
Q4 | $592K | Sell |
10,041
-39,521
| -80% | -$2.33M | 0.08% | 98 |
|
|
2023
Q3 | $2.77M | Sell |
49,562
-112
| -0.2% | -$6.27K | 0.49% | 66 |
|
|
2023
Q2 | $2.99M | Buy |
49,674
+2,897
| +6% | +$174K | 0.54% | 67 |
|
|
2023
Q1 | $2.9M | Buy |
46,777
+278
| +0.6% | +$17.2K | 0.52% | 71 |
|
|
2022
Q4 | $2.96M | Buy |
46,499
+71
| +0.2% | +$4.52K | 0.56% | 62 |
|
|
2022
Q3 | $2.6M | Sell |
46,428
-2,826
| -6% | -$158K | 0.57% | 58 |
|
|
2022
Q2 | $3.1M | Buy |
49,254
+39,929
| +428% | +$2.51M | 0.65% | 57 |
|
|
2022
Q1 | $578K | Sell |
9,325
-566
| -6% | -$35.1K | 0.11% | 110 |
|
|
2021
Q4 | $586K | Buy |
9,891
+807
| +9% | +$47.8K | 0.1% | 111 |
|
|
2021
Q3 | $477K | Buy |
9,084
+929
| +11% | +$48.8K | 0.08% | 116 |
|
|
2021
Q2 | $454K | Buy |
8,155
+157
| +2% | +$8.74K | 0.09% | 112 |
|
|
2021
Q1 | $437K | Buy |
7,998
+300
| +4% | +$16.4K | 0.09% | 122 |
|
|
2020
Q4 | $422K | Buy |
7,698
+260
| +3% | +$14.3K | 0.1% | 121 |
|
|
2020
Q3 | $367K | Sell |
7,438
-54,323
| -88% | -$2.68M | 0.1% | 102 |
|
|
2020
Q2 | $2.76M | Sell |
61,761
-37,652
| -38% | -$1.68M | 0.69% | 41 |
|
|
2020
Q1 | $4.4M | Buy |
99,413
+24,719
| +33% | +$1.09M | 1.55% | 16 |
|
|
2019
Q4 | $4.13M | Buy |
74,694
+34,368
| +85% | +$1.9M | 1.12% | 23 |
|
|
2019
Q3 | $2.2M | Buy |
40,326
+32,185
| +395% | +$1.75M | 0.55% | 57 |
|
|
2019
Q2 | $415K | Sell |
8,141
-38
| -0.5% | -$1.94K | 0.11% | 124 |
|
|
2019
Q1 | $383K | Buy |
+8,179
| New | +$383K | 0.1% | 126 |
|