Lifeworks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
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|
2025
Q1 | $961K | Sell |
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|
2024
Q4 | $868K | Buy |
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|
2024
Q3 | $979K | Buy |
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|
2024
Q2 | $830K | Sell |
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|
2024
Q1 | $885K | Buy |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $705K | Sell |
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|
2023
Q2 | $769K | Buy |
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|
2023
Q1 | $791K | Buy |
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|
2022
Q4 | $754K | Sell |
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|
2022
Q3 | $892K | Sell |
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|
2022
Q2 | $984K | Buy |
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|
2022
Q1 | $950K | Sell |
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|
2021
Q4 | $1.7M | Buy |
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