PWM
PRW Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-205,457
| Closed | -$11.1M | – | 201 |
|
|
2021
Q2 | $11.1M | Buy |
+205,457
| New | +$11.1M | 3.27% | 4 |
|
|
2019
Q2 | – | Sell |
-1,036
| Closed | -$48K | – | 381 |
|
|
2019
Q1 | $48K | Sell |
1,036
-13
| -1% | -$602 | 0.04% | 140 |
|
|
2018
Q4 | $50K | Buy |
+1,049
| New | +$50K | 0.06% | 134 |
|