LWAM
Legacy Wealth Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
17,817
-29
| -0.2% | -$2.05K | 0.32% | 82 |
|
|
2025
Q1 | $1.28M | Sell |
17,846
-63
| -0.4% | -$4.51K | 0.35% | 79 |
|
|
2024
Q4 | $1.12M | Sell |
17,909
-41
| -0.2% | -$2.55K | 0.3% | 87 |
|
|
2024
Q3 | $1.29M | Buy |
17,950
+19
| +0.1% | +$1.37K | 0.35% | 80 |
|
|
2024
Q2 | $1.14M | Buy |
17,931
+4,872
| +37% | +$310K | 0.32% | 82 |
|
|
2024
Q1 | $799K | Buy |
13,059
+105
| +0.8% | +$6.42K | 0.22% | 126 |
|
|
2023
Q4 | $763K | Sell |
12,954
-107
| -0.8% | -$6.31K | 0.25% | 117 |
|
|
2023
Q3 | $731K | Buy |
13,061
+152
| +1% | +$8.51K | 0.27% | 114 |
|
|
2023
Q2 | $777K | Sell |
12,909
-2,219
| -15% | -$134K | 0.27% | 107 |
|
|
2023
Q1 | $938K | Sell |
15,128
-10
| -0.1% | -$620 | 0.34% | 86 |
|
|
2022
Q4 | $963K | Buy |
15,138
+174
| +1% | +$11.1K | 0.37% | 80 |
|
|
2022
Q3 | $838K | Sell |
14,964
-2,425
| -14% | -$136K | 0.37% | 86 |
|
|
2022
Q2 | $1.09M | Sell |
17,389
-45
| -0.3% | -$2.83K | 0.44% | 61 |
|
|
2022
Q1 | $1.08M | Sell |
17,434
-1,014
| -5% | -$62.9K | 0.38% | 81 |
|
|
2021
Q4 | $1.09M | Buy |
18,448
+1,298
| +8% | +$76.8K | 0.37% | 76 |
|
|
2021
Q3 | $900K | Buy |
17,150
+160
| +0.9% | +$8.4K | 0.41% | 86 |
|
|
2021
Q2 | $919K | Buy |
16,990
+21
| +0.1% | +$1.14K | 0.41% | 78 |
|
|
2021
Q1 | $894K | Buy |
16,969
+355
| +2% | +$18.7K | 0.41% | 73 |
|
|
2020
Q4 | $911K | Buy |
+16,614
| New | +$911K | 0.46% | 54 |
|