WMS
Wealth Management Solutions’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $405K | Buy |
7,239
+3
| +0% | +$168 | 0.28% | 48 |
|
|
2023
Q2 | $436K | Buy |
7,236
+3
| +0% | +$181 | 0.28% | 47 |
|
|
2023
Q1 | $449K | Sell |
7,233
-100
| -1% | -$6.2K | 0.26% | 42 |
|
|
2022
Q4 | $466K | Buy |
7,333
+106
| +1% | +$6.74K | 0.24% | 51 |
|
|
2022
Q3 | $405K | Buy |
7,227
+103
| +1% | +$5.77K | 0.24% | 45 |
|
|
2022
Q2 | $448K | Buy |
7,124
+3
| +0% | +$189 | 0.25% | 45 |
|
|
2022
Q1 | $442K | Hold |
7,121
| – | – | 0.23% | 59 |
|
|
2021
Q4 | $422K | Buy |
+7,121
| New | +$422K | 0.22% | 69 |
|