Denver PWM’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-577
| Closed | -$35.9K | – | 162 |
|
|
2024
Q4 | $35.9K | Sell |
577
-209
| -27% | -$13K | 0.01% | 119 |
|
|
2024
Q3 | $56.5K | Sell |
786
-30
| -4% | -$2.16K | 0.02% | 112 |
|
|
2024
Q2 | $51.9K | Buy |
+816
| New | +$51.9K | 0.02% | 132 |
|
|
2019
Q4 | – | Sell |
-998
| Closed | -$54.4K | – | 160 |
|
|
2019
Q3 | $54.4K | Buy |
+998
| New | +$54.4K | 0.03% | 119 |
|