Essential 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
Q1 | – | Sell |
-156,515
| Closed | -$10.2M | – | 204 |
|
|
2024
Q4 | $10.2M | Buy |
+156,515
| New | +$10.2M | 0.07% | 81 |
|
|
2024
Q2 | – | Sell |
-3,465
| Closed | -$204K | – | 73 |
|
|
2024
Q1 | $204K | Hold |
3,465
| – | – | 0.1% | 62 |
|
|
2023
Q4 | $204K | Buy |
+3,465
| New | +$204K | 0.1% | 61 |
|
|
2023
Q3 | – | Sell |
-3,944
| Closed | -$238K | – | 61 |
|
|
2023
Q2 | $238K | Hold |
3,944
| – | – | 0.14% | 50 |
|
|
2023
Q1 | $245K | Sell |
3,944
-535
| -12% | -$33.2K | 0.15% | 48 |
|
|
2022
Q4 | $254K | Buy |
+4,479
| New | +$254K | 0.2% | 39 |
|