FWM
ForthRight Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,197
| Closed | -$301K | – | 69 |
|
|
2025
Q1 | $301K | Sell |
4,197
-1,173
| -22% | -$84K | 0.1% | 51 |
|
|
2024
Q4 | $334K | Buy |
5,370
+34
| +0.6% | +$2.12K | 0.11% | 49 |
|
|
2024
Q3 | $383K | Sell |
5,336
-2,189
| -29% | -$157K | 0.13% | 46 |
|
|
2024
Q2 | $479K | Buy |
7,525
+4
| +0.1% | +$255 | 0.17% | 41 |
|
|
2024
Q1 | $460K | Hold |
7,521
| – | – | 0.17% | 41 |
|
|
2023
Q4 | $443K | Buy |
7,521
+2,863
| +61% | +$169K | 0.17% | 40 |
|
|
2023
Q3 | $261K | Buy |
4,658
+16
| +0.3% | +$896 | 0.11% | 47 |
|
|
2023
Q2 | $280K | Sell |
4,642
-702
| -13% | -$42.3K | 0.12% | 45 |
|
|
2023
Q1 | $332K | Buy |
5,344
+400
| +8% | +$24.8K | 0.15% | 39 |
|
|
2022
Q4 | $315K | Sell |
4,944
-808
| -14% | -$51.4K | 0.16% | 38 |
|
|
2022
Q3 | $322K | Buy |
5,752
+965
| +20% | +$54K | 0.19% | 35 |
|
|
2022
Q2 | $301K | Sell |
4,787
-1,458
| -23% | -$91.7K | 0.17% | 36 |
|
|
2022
Q1 | $387K | Hold |
6,245
| – | – | 0.2% | 32 |
|
|
2021
Q4 | $370K | Sell |
6,245
-6,283
| -50% | -$372K | 0.2% | 30 |
|
|
2021
Q3 | $657K | Buy |
12,528
+5,079
| +68% | +$266K | 0.4% | 23 |
|
|
2021
Q2 | $403K | Sell |
7,449
-969
| -12% | -$52.4K | 0.26% | 26 |
|
|
2021
Q1 | $444K | Sell |
8,418
-785
| -9% | -$41.4K | 0.3% | 26 |
|
|
2020
Q4 | $505K | Buy |
+9,203
| New | +$505K | 0.4% | 22 |
|