RDWM
Red Door Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Buy |
12,914
+1,172
| +10% | +$82.9K | 0.11% | 108 |
|
|
2025
Q1 | $841K | Sell |
11,742
-508
| -4% | -$36.4K | 0.12% | 98 |
|
|
2024
Q4 | $763K | Buy |
12,250
+1,589
| +15% | +$98.9K | 0.12% | 109 |
|
|
2024
Q3 | $766K | Buy |
10,661
+1,780
| +20% | +$128K | 0.13% | 98 |
|
|
2024
Q2 | $565K | Sell |
8,881
-56
| -0.6% | -$3.56K | 0.1% | 108 |
|
|
2024
Q1 | $547K | Sell |
8,937
-623
| -7% | -$38.1K | 0.11% | 108 |
|
|
2023
Q4 | $563K | Sell |
9,560
-32
| -0.3% | -$1.89K | 0.12% | 106 |
|
|
2023
Q3 | $537K | Buy |
9,592
+59
| +0.6% | +$3.3K | 0.13% | 100 |
|
|
2023
Q2 | $574K | Buy |
9,533
+614
| +7% | +$37K | 0.13% | 122 |
|
|
2023
Q1 | $553K | Buy |
8,919
+137
| +2% | +$8.5K | 0.17% | 89 |
|
|
2022
Q4 | $559K | Buy |
8,782
+81
| +0.9% | +$5.15K | 0.18% | 88 |
|
|
2022
Q3 | $487K | Buy |
8,701
+546
| +7% | +$30.6K | 0.18% | 86 |
|
|
2022
Q2 | $513K | Buy |
8,155
+1,223
| +18% | +$76.9K | 0.19% | 85 |
|
|
2022
Q1 | $429K | Sell |
6,932
-25
| -0.4% | -$1.55K | 0.14% | 93 |
|
|
2021
Q4 | $411K | Buy |
6,957
+131
| +2% | +$7.74K | 0.13% | 111 |
|
|
2021
Q3 | $358K | Buy |
6,826
+1,235
| +22% | +$64.8K | 0.14% | 112 |
|
|
2021
Q2 | $302K | Buy |
5,591
+1,114
| +25% | +$60.2K | 0.12% | 118 |
|
|
2021
Q1 | $236K | Sell |
4,477
-657
| -13% | -$34.6K | 0.12% | 108 |
|
|
2020
Q4 | $282K | Sell |
5,134
-409
| -7% | -$22.5K | 0.17% | 88 |
|
|
2020
Q3 | $273K | Sell |
5,543
-57
| -1% | -$2.81K | 0.2% | 86 |
|
|
2020
Q2 | $250K | Buy |
5,600
+62
| +1% | +$2.77K | 0.18% | 85 |
|
|
2020
Q1 | $245K | Sell |
5,538
-1,298
| -19% | -$57.4K | 0.23% | 75 |
|
|
2019
Q4 | $382K | Buy |
+6,836
| New | +$382K | 0.34% | 66 |
|