MAWCM
Mine & Arao Wealth Creation & Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Buy |
11,939
+293
| +3% | +$20.7K | 0.38% | 30 |
|
|
2025
Q1 | $834K | Hold |
11,646
| – | – | 0.41% | 28 |
|
|
2024
Q4 | $725K | Sell |
11,646
-48
| -0.4% | -$2.99K | 0.33% | 33 |
|
|
2024
Q3 | $840K | Buy |
11,694
+802
| +7% | +$57.6K | 0.39% | 31 |
|
|
2024
Q2 | $693K | Buy |
10,892
+1,337
| +14% | +$85.1K | 0.34% | 33 |
|
|
2024
Q1 | $585K | Buy |
9,555
+650
| +7% | +$39.8K | 0.29% | 39 |
|
|
2023
Q4 | $525K | Buy |
8,905
+91
| +1% | +$5.36K | 0.28% | 38 |
|
|
2023
Q3 | $493K | Buy |
8,814
+837
| +10% | +$46.9K | 0.3% | 37 |
|
|
2023
Q2 | $480K | Buy |
7,977
+1,740
| +28% | +$105K | 0.28% | 40 |
|
|
2023
Q1 | $387K | Hold |
6,237
| – | – | 0.25% | 50 |
|
|
2022
Q4 | $397K | Buy |
6,237
+79
| +1% | +$5.03K | 0.29% | 47 |
|
|
2022
Q3 | $345K | Buy |
6,158
+830
| +16% | +$46.5K | 0.25% | 49 |
|
|
2022
Q2 | $335K | Buy |
5,328
+479
| +10% | +$30.1K | 0.24% | 51 |
|
|
2022
Q1 | $301K | Hold |
4,849
| – | – | 0.18% | 57 |
|
|
2021
Q4 | $287K | Buy |
4,849
+493
| +11% | +$29.2K | 0.16% | 60 |
|
|
2021
Q3 | $229K | Buy |
4,356
+15
| +0.3% | +$789 | 0.14% | 65 |
|
|
2021
Q2 | $235K | Buy |
4,341
+411
| +10% | +$22.2K | 0.14% | 65 |
|
|
2021
Q1 | $207K | Buy |
3,930
+1,950
| +98% | +$103K | 0.14% | 67 |
|
|
2020
Q4 | $109K | Buy |
1,980
+13
| +0.7% | +$716 | 0.08% | 91 |
|
|
2020
Q3 | $97K | Buy |
1,967
+8
| +0.4% | +$395 | 0.08% | 88 |
|
|
2020
Q2 | $88K | Buy |
1,959
+7
| +0.4% | +$314 | 0.08% | 87 |
|
|
2020
Q1 | $86K | Hold |
1,952
| – | – | 0.1% | 77 |
|
|
2019
Q4 | $108K | Buy |
+1,952
| New | +$108K | 0.1% | 79 |
|