SWM
Sugarloaf Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.23M | Buy |
19,786
+1,911
| +11% | +$119K | 0.23% | 47 |
|
|
2024
Q3 | $1.28M | Sell |
17,875
-447
| -2% | -$32.1K | 0.24% | 45 |
|
|
2024
Q2 | $1.17M | Buy |
18,322
+810
| +5% | +$51.6K | 0.24% | 48 |
|
|
2024
Q1 | $1.07M | Sell |
17,512
-20,429
| -54% | -$1.25M | 0.22% | 52 |
|
|
2023
Q4 | $2.24M | Sell |
37,941
-2,032
| -5% | -$120K | 0.54% | 35 |
|
|
2023
Q3 | $2.24M | Sell |
39,973
-124
| -0.3% | -$6.94K | 0.57% | 36 |
|
|
2023
Q2 | $2.41M | Sell |
40,097
-81
| -0.2% | -$4.88K | 0.57% | 30 |
|
|
2023
Q1 | $2.49M | Sell |
40,178
-551
| -1% | -$34.2K | 0.61% | 24 |
|
|
2022
Q4 | $2.59M | Sell |
40,729
-4,531
| -10% | -$288K | 0.65% | 19 |
|
|
2022
Q3 | $2.54M | Buy |
45,260
+4,311
| +11% | +$242K | 0.65% | 20 |
|
|
2022
Q2 | $2.58M | Buy |
40,949
+137
| +0.3% | +$8.62K | 0.65% | 19 |
|
|
2022
Q1 | $2.53M | Buy |
40,812
+301
| +0.7% | +$18.7K | 0.6% | 25 |
|
|
2021
Q4 | $2.4M | Sell |
40,511
-90
| -0.2% | -$5.33K | 0.57% | 28 |
|
|
2021
Q3 | $2.13M | Sell |
40,601
-9
| -0% | -$472 | 0.56% | 28 |
|
|
2021
Q2 | $2.2M | Buy |
40,610
+289
| +0.7% | +$15.6K | 0.6% | 24 |
|
|
2021
Q1 | $2.13K | Sell |
40,321
-1,103
| -3% | -$58 | 0.63% | 22 |
|
|
2020
Q4 | $2.27M | Buy |
41,424
+52
| +0.1% | +$2.85K | 0.76% | 21 |
|
|
2020
Q3 | $2.04M | Sell |
41,372
-167
| -0.4% | -$8.25K | 0.74% | 20 |
|
|
2020
Q2 | $1.86M | Buy |
41,539
+30
| +0.1% | +$1.34K | 0.71% | 22 |
|
|
2020
Q1 | $1.84M | Sell |
41,509
-384
| -0.9% | -$17K | 0.82% | 18 |
|
|
2019
Q4 | $2.32M | Buy |
+41,893
| New | +$2.32M | 0.99% | 20 |
|