Capital Planning Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,837
| Closed | -$241K | – | 128 |
|
|
2022
Q2 | $241K | Hold |
3,837
| – | – | 0.06% | 114 |
|
|
2022
Q1 | $238K | Buy |
+3,837
| New | +$238K | 0.05% | 148 |
|
|
2016
Q4 | – | Sell |
-4,879
| Closed | -$206K | – | 100 |
|
|
2016
Q3 | $206K | Hold |
4,879
| – | – | 0.11% | 94 |
|
|
2016
Q2 | $221K | Hold |
4,879
| – | – | 0.12% | 92 |
|
|
2016
Q1 | $226K | Buy |
+4,879
| New | +$226K | 0.11% | 91 |
|