DWM
Diversify Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
55,379
+4,526
| +9% | +$320K | 0.24% | 124 |
|
|
2025
Q1 | $3.68M | Buy |
50,853
+6,906
| +16% | +$500K | 0.27% | 110 |
|
|
2024
Q4 | $2.68M | Buy |
43,947
+16,759
| +62% | +$1.02M | 0.21% | 127 |
|
|
2024
Q3 | $1.85M | Buy |
27,188
+2,689
| +11% | +$183K | 0.18% | 142 |
|
|
2024
Q2 | $1.67M | Buy |
+24,499
| New | +$1.67M | 0.21% | 112 |
|