DWM
Drive Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $936K | Buy |
13,135
+2,322
| +21% | +$165K | 0.21% | 99 |
|
|
2025
Q1 | $780K | Buy |
10,813
+245
| +2% | +$17.7K | 0.18% | 104 |
|
|
2024
Q4 | $658K | Buy |
10,568
+377
| +4% | +$23.5K | 0.16% | 106 |
|
|
2024
Q3 | $737K | Buy |
10,191
+367
| +4% | +$26.6K | 0.19% | 97 |
|
|
2024
Q2 | $630K | Buy |
9,824
+151
| +2% | +$9.69K | 0.17% | 105 |
|
|
2024
Q1 | $597K | Sell |
9,673
-133
| -1% | -$8.2K | 0.17% | 110 |
|
|
2023
Q4 | $578K | Sell |
9,806
-557
| -5% | -$32.8K | 0.19% | 111 |
|
|
2023
Q3 | $585K | Buy |
10,363
+677
| +7% | +$38.2K | 0.21% | 96 |
|
|
2023
Q2 | $588K | Sell |
9,686
-127
| -1% | -$7.71K | 0.22% | 96 |
|
|
2023
Q1 | $613K | Buy |
9,813
+578
| +6% | +$36.1K | 0.26% | 95 |
|
|
2022
Q4 | $587K | Buy |
9,235
+2,877
| +45% | +$183K | 0.29% | 82 |
|
|
2022
Q3 | $359K | Buy |
6,358
+842
| +15% | +$47.5K | 0.34% | 86 |
|
|
2022
Q2 | $349K | Buy |
5,516
+872
| +19% | +$55.2K | 0.32% | 98 |
|
|
2022
Q1 | $290K | Buy |
4,644
+1,100
| +31% | +$68.7K | 0.24% | 107 |
|
|
2021
Q4 | $210K | Buy |
+3,544
| New | +$210K | 0.18% | 139 |
|