KJWM
Kiley Juergens Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $802K | Sell |
11,334
-237
| -2% | -$16.8K | 0.19% | 62 |
|
|
2025
Q1 | $829K | Buy |
11,571
+700
| +6% | +$50.1K | 0.22% | 58 |
|
|
2024
Q4 | $677K | Sell |
10,871
-371
| -3% | -$23.1K | 0.17% | 60 |
|
|
2024
Q3 | $808K | Buy |
11,242
+15
| +0.1% | +$1.08K | 0.21% | 54 |
|
|
2024
Q2 | $715K | Sell |
11,227
-999
| -8% | -$63.6K | 0.2% | 58 |
|
|
2024
Q1 | $748K | Buy |
12,226
+200
| +2% | +$12.2K | 0.23% | 52 |
|
|
2023
Q4 | $709K | Buy |
12,026
+548
| +5% | +$32.3K | 0.24% | 51 |
|
|
2023
Q3 | $643K | Buy |
11,478
+174
| +2% | +$9.74K | 0.23% | 58 |
|
|
2023
Q2 | $681K | Buy |
11,304
+241
| +2% | +$14.5K | 0.23% | 59 |
|
|
2023
Q1 | $686K | Sell |
11,063
-447
| -4% | -$27.7K | 0.26% | 59 |
|
|
2022
Q4 | $732K | Sell |
11,510
-67
| -0.6% | -$4.26K | 0.31% | 57 |
|
|
2022
Q3 | $648K | Buy |
11,577
+592
| +5% | +$33.1K | 0.3% | 58 |
|
|
2022
Q2 | $691K | Buy |
+10,985
| New | +$691K | 0.33% | 55 |
|
|
2018
Q4 | – | Sell |
-1,823
| Closed | -$84K | – | 371 |
|
|
2018
Q3 | $84K | Buy |
1,823
+406
| +29% | +$18.7K | 0.06% | 170 |
|
|
2018
Q2 | $62K | Buy |
+1,417
| New | +$62K | 0.06% | 181 |
|
|
2018
Q1 | – | Sell |
-1,383
| Closed | -$63K | – | 367 |
|
|
2017
Q4 | $63K | Buy |
+1,383
| New | +$63K | 0.06% | 178 |
|