MRWM
ML&R Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $415K | Buy |
6,781
+58
| +0.9% | +$3.55K | 0.1% | 46 |
|
|
2023
Q4 | $396K | Sell |
6,723
-23
| -0.3% | -$1.36K | 0.09% | 52 |
|
|
2023
Q3 | $378K | Sell |
6,746
-69
| -1% | -$3.86K | 0.1% | 45 |
|
|
2023
Q2 | $410K | Sell |
6,815
-7
| -0.1% | -$422 | 0.09% | 66 |
|
|
2023
Q1 | $423K | Buy |
6,822
+3,673
| +117% | +$228K | 0.11% | 41 |
|
|
2022
Q4 | $200K | Buy |
+3,149
| New | +$200K | 0.06% | 56 |
|