Cyrus J. Lawrence’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,626
| Closed | -$101K | – | 111 |
|
2024
Q4 | $101K | Buy |
1,626
+245
| +18% | +$15.2K | 0.02% | 87 |
|
2024
Q3 | $99K | Sell |
1,381
-100
| -7% | -$7.17K | 0.02% | 84 |
|
2024
Q2 | $94K | Buy |
1,481
+100
| +7% | +$6.35K | 0.02% | 84 |
|
2024
Q1 | $84K | Buy |
+1,381
| New | +$84K | 0.02% | 89 |
|
2023
Q3 | $81K | Hold |
1,451
| – | – | 0.02% | 85 |
|
2023
Q2 | $87 | Hold |
1,451
| – | – | 0.02% | 86 |
|
2023
Q1 | $90K | Sell |
1,451
-12
| -0.8% | -$744 | 0.03% | 84 |
|
2022
Q4 | $93K | Buy |
1,463
+82
| +6% | +$5.21K | 0.03% | 88 |
|
2022
Q3 | $77K | Hold |
1,381
| – | – | 0.02% | 93 |
|
2022
Q2 | $87K | Hold |
1,381
| – | – | 0.03% | 109 |
|
2022
Q1 | $86K | Buy |
+1,381
| New | +$86K | 0.02% | 118 |
|