Life Planning Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,469
| Closed | -$86.6K | – | 155 |
|
|
2023
Q4 | $86.6K | Buy |
+1,469
| New | +$86.6K | 0.09% | 84 |
|
|
2022
Q3 | $91.3K | Hold |
1,629
| – | – | 0.1% | 69 |
|
|
2022
Q2 | $103K | Hold |
1,629
| – | – | 0.12% | 64 |
|
|
2022
Q1 | $101K | Hold |
1,629
| – | – | 0.1% | 63 |
|
|
2021
Q4 | $97K | Buy |
+1,629
| New | +$97K | 0.1% | 67 |
|