Laidlaw Wealth Management’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 |
-9,370
| Closed | -$583K | – | 112 |
|
|
2024
Q4 | $583K | Buy |
9,370
+400
| +4% | +$24.9K | 0.25% | 97 |
|
|
2024
Q3 | $645K | Sell |
8,970
-432
| -5% | -$31K | 0.32% | 86 |
|
|
2024
Q2 | $598K | Sell |
9,402
-296
| -3% | -$18.8K | 0.33% | 83 |
|
|
2024
Q1 | $593K | Sell |
9,698
-2,568
| -21% | -$157K | 0.33% | 92 |
|
|
2023
Q4 | $723K | Sell |
12,266
-8,954
| -42% | -$528K | 0.26% | 102 |
|
|
2023
Q3 | $1.19M | Sell |
21,220
-1,598
| -7% | -$89.5K | 0.39% | 78 |
|
|
2023
Q2 | $1.37M | Buy |
22,818
+8,019
| +54% | +$483K | 0.27% | 92 |
|
|
2023
Q1 | $918K | Buy |
14,799
+381
| +3% | +$23.6K | 0.19% | 130 |
|
|
2022
Q4 | $917K | Sell |
14,418
-2,420
| -14% | -$154K | 0.2% | 130 |
|
|
2022
Q3 | $943K | Buy |
16,838
+4,591
| +37% | +$257K | 0.22% | 117 |
|
|
2022
Q2 | $770K | Sell |
12,247
-6,337
| -34% | -$398K | 0.16% | 150 |
|
|
2022
Q1 | $1.15M | Buy |
18,584
+7,019
| +61% | +$435K | 0.19% | 129 |
|
|
2021
Q4 | $685K | Sell |
11,565
-5,040
| -30% | -$299K | 0.11% | 183 |
|
|
2021
Q3 | $871K | Buy |
+16,605
| New | +$871K | 0.22% | 101 |
|
|
2021
Q1 | – | Sell |
-12,413
| Closed | -$681K | – | 296 |
|
|
2020
Q4 | $681K | Buy |
12,413
+3,491
| +39% | +$192K | 0.14% | 156 |
|
|
2020
Q3 | $440K | Buy |
8,922
+724
| +9% | +$35.7K | 0.2% | 119 |
|
|
2020
Q2 | $366K | Buy |
8,198
+1,168
| +17% | +$52.1K | 0.19% | 114 |
|
|
2020
Q1 | $311K | Buy |
7,030
+106
| +2% | +$4.69K | 0.2% | 111 |
|
|
2019
Q4 | $383K | Buy |
+6,924
| New | +$383K | 0.24% | 108 |
|