Phillips Wealth Planners’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 | $888K | Buy |
12,639
+1,982
| +19% | +$139K | 0.8% | 32 |
|
|
2025
Q1 | $761K | Buy |
10,657
+6,940
| +187% | +$496K | 0.8% | 35 |
|
|
2024
Q4 | $227K | Buy |
3,717
+315
| +9% | +$19.2K | 0.23% | 159 |
|
|
2024
Q3 | $240K | Buy |
3,402
+79
| +2% | +$5.58K | 0.23% | 161 |
|
|
2024
Q2 | $209K | Buy |
+3,323
| New | +$209K | 0.22% | 173 |
|
|
2024
Q1 | – | Sell |
-4,543
| Closed | -$273K | – | 181 |
|
|
2023
Q4 | $273K | Sell |
4,543
-7,173
| -61% | -$432K | 0.33% | 115 |
|
|
2023
Q3 | $637K | Buy |
11,716
+1,355
| +13% | +$73.6K | 0.86% | 35 |
|
|
2023
Q2 | $624K | Buy |
10,361
+656
| +7% | +$39.5K | 0.82% | 39 |
|
|
2023
Q1 | $624K | Buy |
9,705
+1,083
| +13% | +$69.6K | 0.82% | 40 |
|
|
2022
Q4 | $522K | Buy |
+8,622
| New | +$522K | 0.91% | 39 |
|