JWS
Juncture Wealth Strategies’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
4,394
+1
| +0% | +$71 | 0.11% | 96 |
|
|
2025
Q1 | $315K | Hold |
4,393
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $274K | Sell |
4,393
-62
| -1% | -$3.86K | 0.1% | 112 |
|
|
2024
Q3 | $320K | Buy |
+4,455
| New | +$320K | 0.12% | 97 |
|
|
2015
Q1 | – | Sell |
-6,608
| Closed | -$278K | – | 78 |
|
|
2014
Q4 | $278K | Buy |
+6,608
| New | +$278K | 0.13% | 69 |
|