Asset Planning Corporation’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $384K | Hold |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $260K | Hold |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $233K | Buy |
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