Lauterbach Financial Advisors’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
Sell
-2,975
Closed -$213K 81
2025
Q1
$213K Buy
+2,975
New +$213K 0.13% 69
2024
Q4
Sell
-2,889
Closed -$208K 76
2024
Q3
$208K Hold
2,889
0.13% 65
2024
Q2
$200K Buy
+2,889
New +$200K 0.13% 63