Planned Solutions’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,850
| Closed | -$133K | – | 400 |
|
|
2024
Q3 | $133K | Buy |
+1,850
| New | +$133K | 0.05% | 163 |
|
|
2024
Q1 | – | Sell |
-1,800
| Closed | -$106K | – | 344 |
|
|
2023
Q4 | $106K | Buy |
+1,800
| New | +$106K | 0.05% | 180 |
|
|
2021
Q1 | – | Sell |
-2,350
| Closed | -$129K | – | 253 |
|
|
2020
Q4 | $129K | Sell |
2,350
-200
| -8% | -$11K | 0.1% | 80 |
|
|
2020
Q3 | $126K | Buy |
+2,550
| New | +$126K | 0.12% | 72 |
|