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Avantax Planning Partners’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
174,083
-39
| -0% | -$2.76K | 0.39% | 46 |
|
|
2025
Q1 | $12.5M | Buy |
174,122
+3,671
| +2% | +$263K | 0.44% | 36 |
|
|
2024
Q4 | $10.6M | Buy |
170,451
+6,169
| +4% | +$384K | 0.38% | 39 |
|
|
2024
Q3 | $11.8M | Sell |
164,282
-40,289
| -20% | -$2.9M | 0.42% | 36 |
|
|
2024
Q2 | $13M | Buy |
204,571
+4,490
| +2% | +$286K | 0.42% | 38 |
|
|
2024
Q1 | $12.2M | Buy |
200,081
+88,974
| +80% | +$5.44M | 0.4% | 42 |
|
|
2023
Q4 | $6.55M | Sell |
111,107
-817
| -0.7% | -$48.1K | 0.25% | 49 |
|
|
2023
Q3 | $6.27M | Buy |
111,924
+977
| +0.9% | +$54.7K | 0.26% | 46 |
|
|
2023
Q2 | $6.68M | Sell |
110,947
-359
| -0.3% | -$21.6K | 0.27% | 48 |
|
|
2023
Q1 | $6.9M | Sell |
111,306
-4,020
| -3% | -$249K | 0.28% | 43 |
|
|
2022
Q4 | $7.34M | Sell |
115,326
-1,426
| -1% | -$90.7K | 0.29% | 41 |
|
|
2022
Q3 | $6.54M | Buy |
116,752
+936
| +0.8% | +$52.4K | 0.29% | 38 |
|
|
2022
Q2 | $7.29M | Buy |
115,816
+3,719
| +3% | +$234K | 0.31% | 39 |
|
|
2022
Q1 | $6.95M | Buy |
112,097
+1,794
| +2% | +$111K | 0.28% | 40 |
|
|
2021
Q4 | $6.53M | Buy |
110,303
+15,878
| +17% | +$940K | 0.27% | 34 |
|
|
2021
Q3 | $4.95M | Buy |
94,425
+3,672
| +4% | +$193K | 0.23% | 32 |
|
|
2021
Q2 | $4.91M | Buy |
90,753
+10,490
| +13% | +$568K | 0.23% | 35 |
|
|
2021
Q1 | $4.23M | Sell |
80,263
-6,531
| -8% | -$344K | 0.22% | 39 |
|
|
2020
Q4 | $4.76M | Sell |
86,794
-17,869
| -17% | -$980K | 0.24% | 33 |
|
|
2020
Q3 | $5.17M | Sell |
104,663
-2,720
| -3% | -$134K | 0.27% | 31 |
|
|
2020
Q2 | $4.8M | Buy |
107,383
+14,679
| +16% | +$656K | 0.27% | 34 |
|
|
2020
Q1 | $4.1M | Buy |
92,704
+26,682
| +40% | +$1.18M | 0.29% | 28 |
|
|
2019
Q4 | $3.65M | Sell |
66,022
-953
| -1% | -$52.7K | 0.22% | 39 |
|
|
2019
Q3 | $3.65M | Buy |
66,975
+1,078
| +2% | +$58.7K | 0.22% | 39 |
|
|
2019
Q2 | $3.43M | Sell |
65,897
-183
| -0.3% | -$9.52K | 0.22% | 38 |
|
|
2019
Q1 | $3.1M | Buy |
66,080
+5,867
| +10% | +$275K | 0.22% | 43 |
|
|
2018
Q4 | $2.85M | Sell |
60,213
-1,866
| -3% | -$88.4K | 0.22% | 45 |
|
|
2018
Q3 | $2.87M | Buy |
62,079
+1,923
| +3% | +$88.8K | 0.23% | 36 |
|
|
2018
Q2 | $2.64M | Sell |
60,156
-3,995
| -6% | -$175K | 0.24% | 37 |
|
|
2018
Q1 | $2.78M | Sell |
64,151
-5,131
| -7% | -$223K | 0.24% | 33 |
|
|
2017
Q4 | $3.18M | Sell |
69,282
-37,409
| -35% | -$1.72M | 0.29% | 26 |
|
|
2017
Q3 | $4.8M | Sell |
106,691
-2,833
| -3% | -$128K | 0.38% | 23 |
|
|
2017
Q2 | $4.91M | Buy |
109,524
+5,922
| +6% | +$266K | 0.41% | 21 |
|
|
2017
Q1 | $4.4M | Buy |
103,602
+10,608
| +11% | +$450K | 0.39% | 21 |
|
|
2016
Q4 | $3.86M | Buy |
+92,994
| New | +$3.86M | 0.41% | 20 |
|