LifeSteps Financial’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$930K Buy
2025
Q2
$986K Buy
2025
Q1
$983K Hold
2024
Q4
$855K Buy
2024
Q3
$973K Buy
2024
Q2
$856K Hold
2024
Q1
$823K Hold
2023
Q4
$792K Buy