LexAurum 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 | $465K | Buy |
6,567
+293
| +5% | +$20.7K | 0.07% | 206 |
|
|
2025
Q1 | $449K | Sell |
6,274
-69
| -1% | -$4.94K | 0.09% | 203 |
|
|
2024
Q4 | $395K | Buy |
6,343
+1,122
| +21% | +$69.9K | 0.08% | 213 |
|
|
2024
Q3 | $375K | Buy |
5,221
+789
| +18% | +$56.7K | 0.08% | 204 |
|
|
2024
Q2 | $282K | Sell |
4,432
-91
| -2% | -$5.79K | 0.07% | 233 |
|
|
2024
Q1 | $277K | Sell |
4,523
-7,438
| -62% | -$455K | 0.07% | 237 |
|
|
2023
Q4 | $705K | Sell |
11,961
-1,824
| -13% | -$107K | 0.18% | 121 |
|
|
2023
Q3 | $772K | Sell |
13,785
-3,297
| -19% | -$185K | 0.23% | 98 |
|
|
2023
Q2 | $1.03M | Buy |
17,082
+2,097
| +14% | +$126K | 0.31% | 69 |
|
|
2023
Q1 | $930K | Buy |
14,985
+177
| +1% | +$11K | 0.31% | 69 |
|
|
2022
Q4 | $942K | Buy |
14,808
+4
| +0% | +$254 | 0.34% | 60 |
|
|
2022
Q3 | $829K | Buy |
14,804
+61
| +0.4% | +$3.42K | 0.32% | 65 |
|
|
2022
Q2 | $927K | Buy |
14,743
+337
| +2% | +$21.2K | 0.35% | 61 |
|
|
2022
Q1 | $893K | Buy |
14,406
+166
| +1% | +$10.3K | 0.29% | 73 |
|
|
2021
Q4 | $843K | Buy |
14,240
+8
| +0.1% | +$474 | 0.27% | 78 |
|
|
2021
Q3 | $747K | Buy |
14,232
+2
| +0% | +$105 | 0.22% | 118 |
|
|
2021
Q2 | $770K | Sell |
14,230
-1,417
| -9% | -$76.7K | 0.23% | 112 |
|
|
2021
Q1 | $825K | Sell |
15,647
-11,831
| -43% | -$624K | 0.28% | 84 |
|
|
2020
Q4 | $1.51M | Buy |
27,478
+2,261
| +9% | +$124K | 0.54% | 48 |
|
|
2020
Q3 | $1.25M | Buy |
25,217
+3,436
| +16% | +$170K | 0.51% | 45 |
|
|
2020
Q2 | $973K | Buy |
21,781
+692
| +3% | +$30.9K | 0.53% | 42 |
|
|
2020
Q1 | $933K | Buy |
21,089
+5,769
| +38% | +$255K | 0.65% | 32 |
|
|
2019
Q4 | $848K | Buy |
15,320
+1,550
| +11% | +$85.8K | 0.42% | 56 |
|
|
2019
Q3 | $750K | Sell |
13,770
-298
| -2% | -$16.2K | 0.44% | 55 |
|
|
2019
Q2 | $716K | Buy |
14,068
+90
| +0.6% | +$4.58K | 0.44% | 57 |
|
|
2019
Q1 | $655K | Sell |
13,978
-430
| -3% | -$20.2K | 0.43% | 53 |
|
|
2018
Q4 | $682K | Buy |
14,408
+89
| +0.6% | +$4.21K | 0.53% | 50 |
|
|
2018
Q3 | $661K | Sell |
14,319
-539
| -4% | -$24.9K | 0.46% | 57 |
|
|
2018
Q2 | $652K | Buy |
14,858
+233
| +2% | +$10.2K | 0.58% | 50 |
|
|
2018
Q1 | $635K | Sell |
14,625
-1,584
| -10% | -$68.8K | 0.54% | 59 |
|
|
2017
Q4 | $748K | Buy |
+16,209
| New | +$748K | 0.7% | 49 |
|