Kelman-Lazarov Inc’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $224K | Sell |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $231K | Buy |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $213K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $89.1K | Hold |
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|
2016
Q2 | $96.1K | Sell |
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|
2016
Q1 | $350K | Buy |
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