RLWM
RF&L Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Hold |
17,130
| – | – | 0.78% | 31 |
|
|
2025
Q1 | $1.23M | Hold |
17,130
| – | – | 0.88% | 29 |
|
|
2024
Q4 | $1.07M | Hold |
17,130
| – | – | 0.75% | 31 |
|
|
2024
Q3 | $1.23M | Sell |
17,130
-70
| -0.4% | -$5.03K | 0.87% | 27 |
|
|
2024
Q2 | $1.09M | Hold |
17,200
| – | – | 0.83% | 28 |
|
|
2024
Q1 | $1.05M | Hold |
17,200
| – | – | 0.81% | 28 |
|
|
2023
Q4 | $1.01M | Hold |
17,200
| – | – | 0.84% | 28 |
|
|
2023
Q3 | $963K | Sell |
17,200
-380
| -2% | -$21.3K | 0.89% | 28 |
|
|
2023
Q2 | $1.06M | Hold |
17,580
| – | – | 0.97% | 26 |
|
|
2023
Q1 | $1.09M | Hold |
17,580
| – | – | 1.06% | 23 |
|
|
2022
Q4 | $1.12M | Buy |
+17,580
| New | +$1.12M | 1.15% | 22 |
|