DWMG
DB Wealth Management Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $66.9K | Hold |
1,135
| – | – | 0.04% | 143 |
|
|
2023
Q3 | $63.5K | Hold |
1,135
| – | – | 0.04% | 140 |
|
|
2023
Q2 | $68.4K | Hold |
1,135
| – | – | 0.04% | 135 |
|
|
2023
Q1 | $70.4K | Hold |
1,135
| – | – | 0.04% | 128 |
|
|
2022
Q4 | $72.2K | Hold |
1,135
| – | – | 0.05% | 123 |
|
|
2022
Q3 | $64K | Hold |
1,135
| – | – | 0.05% | 132 |
|
|
2022
Q2 | $71K | Hold |
1,135
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $70K | Buy |
1,135
+95
| +9% | +$5.86K | 0.04% | 146 |
|
|
2021
Q4 | $62K | Hold |
1,040
| – | – | 0.04% | 150 |
|
|
2021
Q3 | $55K | Hold |
1,040
| – | – | 0.04% | 152 |
|
|
2021
Q2 | $56K | Sell |
1,040
-113
| -10% | -$6.09K | 0.04% | 153 |
|
|
2021
Q1 | $61K | Sell |
1,153
-501
| -30% | -$26.5K | 0.04% | 147 |
|
|
2020
Q4 | $91K | Buy |
+1,654
| New | +$91K | 0.07% | 114 |
|