OBWG
Onyx Bridge Wealth Group’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
5,857
+44
| +0.8% | +$3.11K | 0.05% | 191 |
|
|
2025
Q1 | $416K | Buy |
5,813
+76
| +1% | +$5.44K | 0.06% | 180 |
|
|
2024
Q4 | $357K | Sell |
5,737
-258
| -4% | -$16.1K | 0.05% | 191 |
|
|
2024
Q3 | $431K | Buy |
5,995
+29
| +0.5% | +$2.08K | 0.07% | 175 |
|
|
2024
Q2 | $380K | Buy |
5,966
+4
| +0.1% | +$255 | 0.06% | 174 |
|
|
2024
Q1 | $368K | Buy |
5,962
+172
| +3% | +$10.6K | 0.07% | 174 |
|
|
2023
Q4 | $341K | Buy |
5,790
+2,081
| +56% | +$123K | 0.07% | 174 |
|
|
2023
Q3 | $208K | Buy |
3,709
+175
| +5% | +$9.8K | 0.05% | 210 |
|
|
2023
Q2 | $213K | Buy |
+3,534
| New | +$213K | 0.05% | 212 |
|