Lifestyle Asset Management’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 | $250K | Buy |
3,536
+330
| +10% | +$23.3K | 0.12% | 112 |
|
|
2025
Q1 | $230K | Buy |
+3,206
| New | +$230K | 0.13% | 99 |
|
|
2024
Q4 | – | Sell |
-2,880
| Closed | -$207K | – | 111 |
|
|
2024
Q3 | $207K | Buy |
+2,880
| New | +$207K | 0.11% | 102 |
|
|
2024
Q2 | – | Sell |
-3,293
| Closed | -$201K | – | 103 |
|
|
2024
Q1 | $201K | Sell |
3,293
-114
| -3% | -$6.98K | 0.12% | 104 |
|
|
2023
Q4 | $201K | Sell |
3,407
-543
| -14% | -$32K | 0.11% | 95 |
|
|
2023
Q3 | $221K | Buy |
3,950
+85
| +2% | +$4.76K | 0.13% | 70 |
|
|
2023
Q2 | $233K | Buy |
3,865
+96
| +3% | +$5.78K | 0.14% | 68 |
|
|
2023
Q1 | $234K | Buy |
3,769
+310
| +9% | +$19.2K | 0.16% | 58 |
|
|
2022
Q4 | $220K | Buy |
+3,459
| New | +$220K | 0.18% | 61 |
|