LWM Advisory Services’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$278K Sell
2023
Q3
$283K Sell
2023
Q2
$307K Sell
2023
Q1
$355K Hold
2022
Q4
$360K Sell
2022
Q3
$401K Buy
2022
Q2
$388K Buy