Lineweaver Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,657
| Closed | -$597K | – | 137 |
|
|
2023
Q3 | $597K | Sell |
10,657
-4,468
| -30% | -$250K | 0.17% | 86 |
|
|
2023
Q2 | $911K | Sell |
15,125
-8,109
| -35% | -$488K | 0.26% | 66 |
|
|
2023
Q1 | $1.44M | Buy |
23,234
+254
| +1% | +$15.8K | 0.44% | 51 |
|
|
2022
Q4 | $1.46M | Buy |
22,980
+10,007
| +77% | +$637K | 0.44% | 47 |
|
|
2022
Q3 | $728K | Buy |
12,973
+1,792
| +16% | +$101K | 0.24% | 72 |
|
|
2022
Q2 | $703K | Buy |
11,181
+2,221
| +25% | +$140K | 0.23% | 72 |
|
|
2022
Q1 | $555K | Buy |
8,960
+978
| +12% | +$60.6K | 0.16% | 88 |
|
|
2021
Q4 | $472K | Buy |
7,982
+1,984
| +33% | +$117K | 0.14% | 87 |
|
|
2021
Q3 | $314K | Buy |
5,998
+900
| +18% | +$47.1K | 0.1% | 108 |
|
|
2021
Q2 | $275K | Buy |
+5,098
| New | +$275K | 0.09% | 106 |
|