PWS
Proactive Wealth Strategies’s Coca-Cola KO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.75M | Buy |
38,897
+5,692
| +17% | +$403K | 1.3% | 25 |
|
2025
Q1 | $2.38M | Buy |
33,205
+974
| +3% | +$69.8K | 1.27% | 27 |
|
2024
Q4 | $2.01M | Buy |
32,231
+745
| +2% | +$46.4K | 1.05% | 34 |
|
2024
Q3 | $2.26M | Buy |
+31,486
| New | +$2.26M | 1.26% | 28 |
|