WRPWM
Werba Rubin Papier Wealth Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
4,915
-48
| -1% | -$3.4K | 0.07% | 138 |
|
|
2025
Q1 | $355K | Sell |
4,963
-189
| -4% | -$13.5K | 0.08% | 123 |
|
|
2024
Q4 | $321K | Sell |
5,152
-183
| -3% | -$11.4K | 0.08% | 128 |
|
|
2024
Q3 | $383K | Buy |
5,335
+728
| +16% | +$52.3K | 0.09% | 118 |
|
|
2024
Q2 | $293K | Buy |
+4,607
| New | +$293K | 0.08% | 122 |
|