Capasso Planning Partners’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$555K Sell
2024
Q1
$557K Buy
2023
Q4
$529K Buy
2023
Q3
$491K Sell
2023
Q2
$540K Sell
2023
Q1
$702K Buy
2022
Q4
$718K Sell
2022
Q3
$635K Buy
2022
Q2
$712K Buy
2022
Q1
$691K Sell
2021
Q4
$874K Buy