LAS
LWM Advisory Services’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,710
| Closed | -$278K | – | 90 |
|
|
2023
Q4 | $278K | Sell |
4,710
-346
| -7% | -$20.4K | 0.24% | 66 |
|
|
2023
Q3 | $283K | Sell |
5,056
-48
| -0.9% | -$2.68K | 0.3% | 56 |
|
|
2023
Q2 | $307K | Sell |
5,104
-620
| -11% | -$37.3K | 0.32% | 56 |
|
|
2023
Q1 | $355K | Hold |
5,724
| – | – | 0.38% | 55 |
|
|
2022
Q4 | $360K | Sell |
5,724
-1,334
| -19% | -$83.9K | 0.4% | 50 |
|
|
2022
Q3 | $401K | Buy |
7,058
+905
| +15% | +$51.4K | 0.45% | 65 |
|
|
2022
Q2 | $388K | Buy |
+6,153
| New | +$388K | 0.47% | 67 |
|