Asset Planning Corporation’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 | $375K | Sell |
5,300
-833
| -14% | -$58.9K | 0.2% | 31 |
|
|
2025
Q1 | $439K | Sell |
6,133
-40
| -0.6% | -$2.87K | 0.26% | 31 |
|
|
2024
Q4 | $384K | Hold |
6,173
| – | – | 0.24% | 31 |
|
|
2024
Q3 | $444K | Hold |
6,173
| – | – | 0.29% | 30 |
|
|
2024
Q2 | $393K | Hold |
6,173
| – | – | 0.29% | 30 |
|
|
2024
Q1 | $378K | Buy |
6,173
+1,753
| +40% | +$107K | 0.28% | 29 |
|
|
2023
Q4 | $260K | Hold |
4,420
| – | – | 0.2% | 33 |
|
|
2023
Q3 | $247K | Hold |
4,420
| – | – | 0.19% | 33 |
|
|
2023
Q2 | $266K | Hold |
4,420
| – | – | 0.2% | 31 |
|
|
2023
Q1 | $274K | Hold |
4,420
| – | – | 0.22% | 29 |
|
|
2022
Q4 | $281K | Sell |
4,420
-127
| -3% | -$8.08K | 0.23% | 30 |
|
|
2022
Q3 | $255K | Buy |
4,547
+240
| +6% | +$13.5K | 0.24% | 29 |
|
|
2022
Q2 | $271K | Hold |
4,307
| – | – | 0.24% | 32 |
|
|
2022
Q1 | $267K | Hold |
4,307
| – | – | 0.23% | 31 |
|
|
2021
Q4 | $255K | Buy |
4,307
+65
| +2% | +$3.85K | 0.22% | 32 |
|
|
2021
Q3 | $223K | Hold |
4,242
| – | – | 0.21% | 30 |
|
|
2021
Q2 | $230K | Hold |
4,242
| – | – | 0.22% | 30 |
|
|
2021
Q1 | $224K | Hold |
4,242
| – | – | 0.23% | 29 |
|
|
2020
Q4 | $233K | Buy |
+4,242
| New | +$233K | 0.23% | 25 |
|