Financial Planning & Information Services’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,651
| Closed | -$223K | – | 87 |
|
|
2024
Q1 | $223K | Buy |
+3,651
| New | +$223K | 0.03% | 83 |
|
|
2023
Q3 | – | Sell |
-3,715
| Closed | -$224K | – | 86 |
|
|
2023
Q2 | $224K | Hold |
3,715
| – | – | 0.04% | 79 |
|
|
2023
Q1 | $230K | Sell |
3,715
-396
| -10% | -$24.6K | 0.04% | 77 |
|
|
2022
Q4 | $262K | Buy |
+4,111
| New | +$262K | 0.06% | 75 |
|