DWM
Dogwood Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76K | Buy |
1,082
+130
| +14% | +$9.13K | 0.04% | 106 |
|
|
2025
Q1 | $68.7K | Buy |
952
+242
| +34% | +$17.5K | 0.04% | 107 |
|
|
2024
Q4 | $44.2K | Buy |
710
+9
| +1% | +$560 | 0.02% | 125 |
|
|
2024
Q3 | $50.3K | Buy |
701
+6
| +0.9% | +$431 | 0.03% | 116 |
|
|
2024
Q2 | $44.3K | Sell |
695
-32
| -4% | -$2.04K | 0.03% | 118 |
|
|
2024
Q1 | $44.5K | Sell |
727
-384
| -35% | -$23.5K | 0.03% | 127 |
|
|
2023
Q4 | $65.5K | Buy |
+1,111
| New | +$65.5K | 0.05% | 122 |
|