MWM
Mattern Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Hold |
8,809
| – | – | 0.13% | 80 |
|
|
2025
Q1 | $631K | Buy |
8,809
+101
| +1% | +$7.23K | 0.14% | 84 |
|
|
2024
Q4 | $542K | Sell |
8,708
-170
| -2% | -$10.6K | 0.12% | 94 |
|
|
2024
Q3 | $638K | Hold |
8,878
| – | – | 0.14% | 87 |
|
|
2024
Q2 | $565K | Buy |
8,878
+1,600
| +22% | +$102K | 0.14% | 97 |
|
|
2024
Q1 | $445K | Hold |
7,278
| – | – | 0.11% | 115 |
|
|
2023
Q4 | $429K | Sell |
7,278
-1,263
| -15% | -$74.4K | 0.11% | 117 |
|
|
2023
Q3 | $478K | Hold |
8,541
| – | – | 0.14% | 105 |
|
|
2023
Q2 | $514K | Hold |
8,541
| – | – | 0.15% | 106 |
|
|
2023
Q1 | $530K | Hold |
8,541
| – | – | 0.18% | 111 |
|
|
2022
Q4 | $543K | Hold |
8,541
| – | – | 0.22% | 99 |
|
|
2022
Q3 | $478K | Hold |
8,541
| – | – | 0.19% | 99 |
|
|
2022
Q2 | $537K | Buy |
8,541
+200
| +2% | +$12.6K | 0.21% | 94 |
|
|
2022
Q1 | $517K | Hold |
8,341
| – | – | 0.17% | 99 |
|
|
2021
Q4 | $494K | Hold |
8,341
| – | – | 0.15% | 112 |
|
|
2021
Q3 | $438K | Hold |
8,341
| – | – | 0.15% | 116 |
|
|
2021
Q2 | $470K | Hold |
8,341
| – | – | 0.15% | 115 |
|
|
2021
Q1 | $440K | Sell |
8,341
-330
| -4% | -$17.4K | 0.16% | 114 |
|
|
2020
Q4 | $476K | Sell |
8,671
-1,000
| -10% | -$54.9K | 0.18% | 109 |
|
|
2020
Q3 | $477K | Buy |
9,671
+1,500
| +18% | +$74K | 0.2% | 98 |
|
|
2020
Q2 | $365K | Sell |
8,171
-36
| -0.4% | -$1.61K | 0.18% | 103 |
|
|
2020
Q1 | $363K | Sell |
8,207
-343
| -4% | -$15.2K | 0.26% | 91 |
|
|
2019
Q4 | $473K | Buy |
+8,550
| New | +$473K | 0.28% | 97 |
|