Briaud Financial Planning’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 | $22K | Hold |
316
| – | – | 0.01% | 161 |
|
|
2025
Q1 | $22K | Hold |
316
| – | – | 0.01% | 118 |
|
|
2024
Q4 | $19K | Hold |
316
| – | – | 0.01% | 127 |
|
|
2024
Q3 | $22K | Hold |
316
| – | – | 0.01% | 91 |
|
|
2024
Q2 | $20K | Sell |
316
-1
| -0.3% | -$63 | 0.01% | 89 |
|
|
2024
Q1 | $20K | Buy |
+317
| New | +$20K | 0.01% | 88 |
|
|
2023
Q4 | – | Sell |
-316
| Closed | -$17K | – | 93 |
|
|
2023
Q3 | $17K | Buy |
+316
| New | +$17K | 0.01% | 95 |
|