GWP
Gateway Wealth Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
3,608
+734
| +26% | +$51.9K | 0.05% | 304 |
|
|
2025
Q1 | $206K | Buy |
+2,874
| New | +$206K | 0.05% | 301 |
|
|
2024
Q1 | – | Sell |
-3,804
| Closed | -$224K | – | 242 |
|
|
2023
Q4 | $224K | Sell |
3,804
-835
| -18% | -$49.2K | 0.09% | 201 |
|
|
2023
Q3 | $260K | Sell |
4,639
-61
| -1% | -$3.42K | 0.05% | 212 |
|
|
2023
Q2 | $283K | Buy |
4,700
+22
| +0.5% | +$1.33K | 0.05% | 188 |
|
|
2023
Q1 | $290K | Buy |
4,678
+100
| +2% | +$6.2K | 0.04% | 166 |
|
|
2022
Q4 | $291K | Buy |
+4,578
| New | +$291K | 0.05% | 148 |
|