Lewis Capital Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $233K | Buy |
4,161
+564
| +16% | +$31.6K | 0.36% | 52 |
|
|
2023
Q2 | $217K | Buy |
3,597
+2
| +0.1% | +$120 | 0.31% | 58 |
|
|
2023
Q1 | $223K | Sell |
3,595
-728
| -17% | -$45.2K | 0.34% | 50 |
|
|
2022
Q4 | $275K | Buy |
4,323
+3
| +0.1% | +$191 | 0.42% | 48 |
|
|
2022
Q3 | $242K | Buy |
4,320
+99
| +2% | +$5.55K | 0.37% | 53 |
|
|
2022
Q2 | $266K | Hold |
4,221
| – | – | 0.38% | 51 |
|
|
2022
Q1 | $262K | Buy |
4,221
+1
| +0% | +$62 | 0.3% | 56 |
|
|
2021
Q4 | $250K | Buy |
+4,220
| New | +$250K | 0.26% | 60 |
|