Holistic 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
Q2 | $564K | Buy |
7,965
+2,991
| +60% | +$212K | 0.16% | 112 |
|
|
2025
Q1 | $356K | Sell |
4,974
-807
| -14% | -$57.8K | 0.12% | 124 |
|
|
2024
Q4 | $360K | Buy |
5,781
+76
| +1% | +$4.73K | 0.13% | 114 |
|
|
2024
Q3 | $410K | Buy |
5,705
+483
| +9% | +$34.7K | 0.17% | 95 |
|
|
2024
Q2 | $319K | Hold |
5,222
| – | – | 0.25% | 81 |
|
|
2024
Q1 | $319K | Sell |
5,222
-165
| -3% | -$10.1K | 0.24% | 81 |
|
|
2023
Q4 | $317K | Buy |
+5,387
| New | +$317K | 0.27% | 82 |
|