Planning Center Inc’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 | $381K | Sell |
5,391
-1,167
| -18% | -$82.6K | 0.04% | 49 |
|
|
2025
Q1 | $470K | Buy |
6,558
+179
| +3% | +$12.8K | 0.06% | 44 |
|
|
2024
Q4 | $397K | Buy |
6,379
+33
| +0.5% | +$2.06K | 0.05% | 44 |
|
|
2024
Q3 | $456K | Buy |
6,346
+17
| +0.3% | +$1.22K | 0.06% | 45 |
|
|
2024
Q2 | $403K | Buy |
6,329
+19
| +0.3% | +$1.21K | 0.05% | 46 |
|
|
2024
Q1 | $386K | Sell |
6,310
-1,804
| -22% | -$110K | 0.08% | 43 |
|
|
2023
Q4 | $478K | Buy |
8,114
+24
| +0.3% | +$1.41K | 0.11% | 33 |
|
|
2023
Q3 | $453K | Sell |
8,090
-84
| -1% | -$4.7K | 0.12% | 32 |
|
|
2023
Q2 | $492K | Buy |
8,174
+208
| +3% | +$12.5K | 0.13% | 32 |
|
|
2023
Q1 | $503K | Buy |
7,966
+17
| +0.2% | +$1.07K | 0.14% | 30 |
|
|
2022
Q4 | $506K | Buy |
7,949
+815
| +11% | +$51.8K | 0.15% | 32 |
|
|
2022
Q3 | $389K | Sell |
7,134
-30
| -0.4% | -$1.64K | 0.31% | 24 |
|
|
2022
Q2 | $454K | Buy |
7,164
+76
| +1% | +$4.82K | 0.36% | 24 |
|
|
2022
Q1 | $439K | Hold |
7,088
| – | – | 1.26% | 18 |
|
|
2021
Q4 | $434K | Buy |
+7,088
| New | +$434K | 0.35% | 26 |
|