DWMS
Dominguez Wealth Management Solutions’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
8,540
-145
| -2% | -$10.3K | 0.42% | 42 |
|
|
2025
Q1 | $622K | Sell |
8,685
-145
| -2% | -$10.4K | 0.46% | 38 |
|
|
2024
Q4 | $550K | Sell |
8,830
-459
| -5% | -$28.6K | 0.4% | 42 |
|
|
2024
Q3 | $668K | Buy |
9,289
+8
| +0.1% | +$575 | 0.48% | 38 |
|
|
2024
Q2 | $591K | Sell |
9,281
-528
| -5% | -$33.6K | 0.44% | 38 |
|
|
2024
Q1 | $600K | Sell |
9,809
-467
| -5% | -$28.6K | 0.47% | 40 |
|
|
2023
Q4 | $606K | Sell |
10,276
-759
| -7% | -$44.7K | 0.5% | 36 |
|
|
2023
Q3 | $618K | Sell |
11,035
-151
| -1% | -$8.45K | 0.57% | 33 |
|
|
2023
Q2 | $674K | Sell |
11,186
-618
| -5% | -$37.2K | 0.59% | 32 |
|
|
2023
Q1 | $732K | Sell |
11,804
-19
| -0.2% | -$1.18K | 0.67% | 31 |
|
|
2022
Q4 | $752K | Buy |
+11,823
| New | +$752K | 0.75% | 29 |
|