TWM
Torch Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $234K | Buy |
4,244
+65
| +2% | +$3.58K | 0.13% | 102 |
|
|
2019
Q3 | $227K | Buy |
4,179
+9
| +0.2% | +$489 | 0.13% | 99 |
|
|
2019
Q2 | $212K | Buy |
+4,170
| New | +$212K | 0.13% | 101 |
|
|
2014
Q4 | – | Sell |
-53,650
| Closed | -$2.29M | – | 99 |
|
|
2014
Q3 | $2.29M | Buy |
53,650
+7,772
| +17% | +$332K | 1.68% | 17 |
|
|
2014
Q2 | $1.94M | Buy |
45,878
+407
| +0.9% | +$17.2K | 1.32% | 26 |
|
|
2014
Q1 | $1.76M | Buy |
45,471
+2,349
| +5% | +$90.8K | 1.27% | 26 |
|
|
2013
Q4 | $1.78M | Buy |
+43,122
| New | +$1.78M | 1.36% | 25 |
|