Lenox Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $324K | Buy |
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|
2021
Q4 | $190K | Buy |
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|
2021
Q3 | $165K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $105K | Sell |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $94K | Hold |
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|
2020
Q2 | $85K | Sell |
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|
2020
Q1 | $109K | Sell |
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|
2019
Q4 | $159K | Sell |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q2 | $175K | Buy |
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|
2019
Q1 | $63K | Hold |
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|
2018
Q4 | $64K | Hold |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $59K | Hold |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $62K | Sell |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $60K | Buy |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Sell |
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|
2016
Q3 | $65K | Hold |
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|
2016
Q2 | $69K | Hold |
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|
2016
Q1 | $71K | Buy |
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|
2015
Q4 | $57K | Sell |
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|
2015
Q3 | $73K | Buy |
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|
2015
Q2 | $64K | Sell |
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|
2015
Q1 | $151K | Hold |
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|
2014
Q4 | $157K | Hold |
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|
2014
Q3 | $159K | Hold |
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|
2014
Q2 | $156K | Hold |
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|
2014
Q1 | $143K | Buy |
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|
2013
Q4 | $75K | Buy |
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|
2013
Q3 | $31K | Hold |
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|
2013
Q2 | $33K | Buy |
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