Dynamic Wealth Strategies’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3K | Sell |
654
-227
| -26% | -$16.1K | 0.03% | 123 |
|
|
2025
Q1 | $63.1K | Buy |
+881
| New | +$63.1K | 0.05% | 118 |
|
|
2024
Q4 | – | Sell |
-881
| Closed | -$63K | – | 159 |
|
|
2024
Q3 | $63K | Hold |
881
| – | – | 0.05% | 118 |
|
|
2024
Q2 | $56K | Hold |
881
| – | – | 0.05% | 119 |
|
|
2024
Q1 | $54K | Hold |
881
| – | – | 0.05% | 121 |
|
|
2023
Q4 | $51.9K | Buy |
+881
| New | +$51.9K | 0.05% | 119 |
|