Lakeridge 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
Q2 | $436K | Buy |
6,157
+72
| +1% | +$5.09K | 0.2% | 91 |
|
|
2025
Q1 | $436K | Buy |
6,085
+267
| +5% | +$19.1K | 0.22% | 92 |
|
|
2024
Q4 | $362K | Buy |
5,818
+52
| +0.9% | +$3.24K | 0.19% | 100 |
|
|
2024
Q3 | $414K | Buy |
5,766
+19
| +0.3% | +$1.37K | 0.23% | 84 |
|
|
2024
Q2 | $366K | Sell |
5,747
-1,029
| -15% | -$65.5K | 0.22% | 93 |
|
|
2024
Q1 | $415K | Sell |
6,776
-84
| -1% | -$5.14K | 0.27% | 70 |
|
|
2023
Q4 | $404K | Buy |
+6,860
| New | +$404K | 0.29% | 70 |
|