PJWM
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Philip James Wealth Mangement’s Coca-Cola KO Stock Holding History

Philip James Wealth Mangement’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.23M Sell
59,815
-8,965
-13% -$634K 0.54% 42
2025
Q1 		$4.93M Buy
68,780
+45
+0.1% +$3.22K 0.6% 41
2024
Q4 		$4.28M Sell
68,735
-2,386
-3% -$149K 0.55% 44
2024
Q3 		$5.11M Buy
+71,121
New +$5.11M 0.63% 40