Investment 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
2025 Q2	$236K	Hold	3,330	–	–	0.08%	72
2025 Q1	$238K	Buy	3,330 +99	+3%	+$7.09K	0.1%	67
2024 Q4	$201K	Buy	3,231 +7	+0.2%	+$436	0.09%	62
2024 Q3	$205K	Hold	3,224	–	–	0.1%	58
2024 Q2	$205K	Buy	+3,224	New	+$205K	0.1%	58