GWMR
GC Wealth Management RIA’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
39,655
+27,637
| +230% | +$1.96M | 0.23% | 97 |
|
|
2025
Q1 | $861K | Buy |
12,018
+643
| +6% | +$46.1K | 0.16% | 119 |
|
|
2024
Q4 | $708K | Buy |
11,375
+93
| +0.8% | +$5.79K | 0.12% | 139 |
|
|
2024
Q3 | $811K | Sell |
11,282
-187
| -2% | -$13.4K | 0.14% | 126 |
|
|
2024
Q2 | $730K | Sell |
11,469
-515
| -4% | -$32.8K | 0.14% | 128 |
|
|
2024
Q1 | $733K | Buy |
+11,984
| New | +$733K | 0.15% | 125 |
|