RWB
RMR Wealth Builders’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
20,799
+266
| +1% | +$19K | 0.13% | 90 |
|
|
2025
Q1 | $1.48M | Buy |
20,533
+1,213
| +6% | +$87.5K | 0.16% | 84 |
|
|
2024
Q4 | $1.2M | Sell |
19,320
-17,529
| -48% | -$1.09M | 0.12% | 94 |
|
|
2024
Q3 | $2.67M | Sell |
36,849
-384
| -1% | -$27.8K | 0.28% | 44 |
|
|
2024
Q2 | $2.37M | Buy |
37,233
+3,038
| +9% | +$193K | 0.27% | 47 |
|
|
2024
Q1 | $2.11M | Buy |
34,195
+3,444
| +11% | +$212K | 0.25% | 50 |
|
|
2023
Q4 | $1.81M | Buy |
30,751
+2,543
| +9% | +$150K | 0.25% | 45 |
|
|
2023
Q3 | $1.58M | Buy |
28,208
+8,360
| +42% | +$468K | 0.25% | 48 |
|
|
2023
Q2 | $1.2M | Sell |
19,848
-99
| -0.5% | -$6.01K | 0.2% | 55 |
|
|
2023
Q1 | $1.25M | Buy |
19,947
+563
| +3% | +$35.2K | 0.24% | 50 |
|
|
2022
Q4 | $1.23M | Sell |
19,384
-71
| -0.4% | -$4.52K | 0.28% | 41 |
|
|
2022
Q3 | $1.1M | Buy |
19,455
+246
| +1% | +$13.9K | 0.27% | 44 |
|
|
2022
Q2 | $1.22M | Buy |
19,209
+118
| +0.6% | +$7.48K | 0.3% | 46 |
|
|
2022
Q1 | $1.19M | Buy |
+19,091
| New | +$1.19M | 0.26% | 62 |
|
|
2021
Q4 | – | Sell |
-22,581
| Closed | -$1.19M | – | 164 |
|
|
2021
Q3 | $1.19M | Sell |
22,581
-14
| -0.1% | -$740 | 0.35% | 46 |
|
|
2021
Q2 | $1.23M | Sell |
22,595
-1,268
| -5% | -$69.1K | 0.4% | 43 |
|
|
2021
Q1 | $1.26M | Buy |
23,863
+2,012
| +9% | +$106K | 0.33% | 45 |
|
|
2020
Q4 | $1.2M | Sell |
21,851
-2,676
| -11% | -$147K | 0.59% | 36 |
|
|
2020
Q3 | $1.21M | Buy |
24,527
+2,787
| +13% | +$138K | 0.31% | 55 |
|
|
2020
Q2 | $971K | Buy |
+21,740
| New | +$971K | 0.87% | 29 |
|
|
2019
Q4 | $1.22M | Buy |
+22,109
| New | +$1.22M | 1.18% | 21 |
|