JPWM
Jamison Private Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.32M | Sell |
131,670
-1,817
| -1% | -$129K | 1.34% | 24 |
|
|
2025
Q1 | $9.56M | Buy |
133,487
+1,797
| +1% | +$129K | 1.46% | 22 |
|
|
2024
Q4 | $8.2M | Sell |
131,690
-11,419
| -8% | -$711K | 1.21% | 30 |
|
|
2024
Q3 | $10.3M | Sell |
143,109
-237
| -0.2% | -$17K | 1.57% | 18 |
|
|
2024
Q2 | $9.12M | Buy |
143,346
+5,378
| +4% | +$342K | 1.52% | 19 |
|
|
2024
Q1 | $8.44M | Sell |
137,968
-268
| -0.2% | -$16.4K | 1.43% | 21 |
|
|
2023
Q4 | $8.15M | Buy |
138,236
+647
| +0.5% | +$38.1K | 1.53% | 19 |
|
|
2023
Q3 | $7.7M | Buy |
+137,589
| New | +$7.7M | 1.59% | 15 |
|