MWM
MinichMacGregor Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,250
| Closed | -$233K | – | 135 |
|
|
2025
Q1 | $233K | Sell |
3,250
-670
| -17% | -$48K | 0.05% | 115 |
|
|
2024
Q4 | $244K | Buy |
+3,920
| New | +$244K | 0.05% | 107 |
|
|
2023
Q1 | – | Sell |
-2,389
| Closed | -$152K | – | 380 |
|
|
2022
Q4 | $152K | Buy |
+2,389
| New | +$152K | 0.05% | 97 |
|
|
2020
Q1 | – | Sell |
-3,986
| Closed | -$220K | – | 100 |
|
|
2019
Q4 | $220K | Buy |
3,986
+5
| +0.1% | +$276 | 0.12% | 50 |
|
|
2019
Q3 | $216K | Buy |
+3,981
| New | +$216K | 0.15% | 47 |
|
|
2018
Q4 | – | Sell |
-3,972
| Closed | -$183K | – | 315 |
|
|
2018
Q3 | $183K | Sell |
3,972
-798
| -17% | -$36.8K | 0.12% | 44 |
|
|
2018
Q2 | $208K | Buy |
4,770
+20
| +0.4% | +$872 | 0.15% | 41 |
|
|
2018
Q1 | $206K | Hold |
4,750
| – | – | 0.16% | 38 |
|
|
2017
Q4 | $217K | Buy |
4,750
+4
| +0.1% | +$183 | 0.17% | 36 |
|
|
2017
Q3 | $213K | Buy |
4,746
+226
| +5% | +$10.1K | 0.18% | 36 |
|
|
2017
Q2 | $202K | Buy |
4,520
+16
| +0.4% | +$715 | 0.18% | 37 |
|
|
2017
Q1 | $191K | Sell |
4,504
-350
| -7% | -$14.8K | 0.17% | 36 |
|
|
2016
Q4 | $201K | Buy |
4,854
+5
| +0.1% | +$207 | 0.19% | 37 |
|
|
2016
Q3 | $205K | Buy |
4,849
+352
| +8% | +$14.9K | 0.19% | 37 |
|
|
2016
Q2 | $203K | Sell |
4,497
-897
| -17% | -$40.5K | 0.19% | 36 |
|
|
2016
Q1 | $250K | Buy |
5,394
+304
| +6% | +$14.1K | 0.24% | 32 |
|
|
2015
Q4 | $208K | Buy |
+5,090
| New | +$208K | 0.19% | 36 |
|