Capasso Planning Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,717
| Closed | -$555K | – | 153 |
|
|
2024
Q2 | $555K | Sell |
8,717
-389
| -4% | -$24.8K | 0.18% | 80 |
|
|
2024
Q1 | $557K | Buy |
9,106
+135
| +2% | +$8.26K | 0.23% | 55 |
|
|
2023
Q4 | $529K | Buy |
8,971
+201
| +2% | +$11.8K | 0.25% | 58 |
|
|
2023
Q3 | $491K | Sell |
8,770
-205
| -2% | -$11.5K | 0.26% | 51 |
|
|
2023
Q2 | $540K | Sell |
8,975
-2,335
| -21% | -$141K | 0.29% | 52 |
|
|
2023
Q1 | $702K | Buy |
11,310
+23
| +0.2% | +$1.43K | 0.41% | 42 |
|
|
2022
Q4 | $718K | Sell |
11,287
-44
| -0.4% | -$2.8K | 0.46% | 41 |
|
|
2022
Q3 | $635K | Buy |
11,331
+7
| +0.1% | +$392 | 0.44% | 44 |
|
|
2022
Q2 | $712K | Buy |
11,324
+179
| +2% | +$11.3K | 0.51% | 35 |
|
|
2022
Q1 | $691K | Sell |
11,145
-3,620
| -25% | -$224K | 0.49% | 42 |
|
|
2021
Q4 | $874K | Buy |
+14,765
| New | +$874K | 0.64% | 35 |
|