Lineweaver Wealth 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
2023 Q4	–	Sell	-10,657	Closed	-$597K	–	139
2023 Q3	$597K	Sell	10,657 -4,468	-30%	-$268K	0.17%	86
2023 Q2	$911K	Sell	15,125 -8,109	-35%	-$504K	0.26%	66
2023 Q1	$1.44M	Buy	23,234 +254	+1%	+$15.4K	0.44%	51
2022 Q4	$1.46M	Buy	22,980 +10,007	+77%	+$604K	0.44%	47
2022 Q3	$728K	Buy	12,973 +1,792	+16%	+$111K	0.24%	72
2022 Q2	$703K	Buy	11,181 +2,221	+25%	+$141K	0.23%	72
2022 Q1	$555K	Buy	8,960 +978	+12%	+$59.5K	0.16%	88
2021 Q4	$472K	Buy	7,982 +1,984	+33%	+$110K	0.14%	87
2021 Q3	$314K	Buy	5,998 +900	+18%	+$50.2K	0.1%	108
2021 Q2	$275K	Buy	+5,098	New	+$277K	0.09%	106