LMG Wealth Partners’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 | $2.09M | Buy |
29,603
+1,410
| +5% | +$99.8K | 0.43% | 66 |
|
|
2025
Q1 | $2.02M | Buy |
28,193
+98
| +0.3% | +$7.02K | 0.45% | 64 |
|
|
2024
Q4 | $1.75M | Buy |
28,095
+145
| +0.5% | +$9.03K | 0.38% | 70 |
|
|
2024
Q3 | $2.01M | Buy |
27,950
+1,561
| +6% | +$112K | 0.46% | 55 |
|
|
2024
Q2 | $1.68M | Sell |
26,389
-6,051
| -19% | -$385K | 0.42% | 58 |
|
|
2024
Q1 | $1.98M | Buy |
32,440
+778
| +2% | +$47.6K | 0.5% | 53 |
|
|
2023
Q4 | $1.87M | Buy |
31,662
+1,720
| +6% | +$101K | 0.52% | 54 |
|
|
2023
Q3 | $1.68M | Buy |
29,942
+2,330
| +8% | +$130K | 0.51% | 54 |
|
|
2023
Q2 | $1.66M | Sell |
27,612
-2,053
| -7% | -$124K | 0.51% | 50 |
|
|
2023
Q1 | $1.84M | Buy |
29,665
+1,321
| +5% | +$81.9K | 0.59% | 48 |
|
|
2022
Q4 | $1.75M | Buy |
+28,344
| New | +$1.75M | 0.58% | 47 |
|