Planning Center Inc’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $358K | Buy |
|
|||||
|
2025
Q2 | $381K | Sell |
|
|||||
|
2025
Q1 | $470K | Buy |
|
|||||
|
2024
Q4 | $397K | Buy |
|
|||||
|
2024
Q3 | $456K | Buy |
|
|||||
|
2024
Q2 | $403K | Buy |
|
|||||
|
2024
Q1 | $386K | Sell |
|
|||||
|
2023
Q4 | $478K | Buy |
|
|||||
|
2023
Q3 | $453K | Sell |
|
|||||
|
2023
Q2 | $492K | Buy |
|
|||||
|
2023
Q1 | $503K | Buy |
|
|||||
|
2022
Q4 | $506K | Buy |
|
|||||
|
2022
Q3 | $389K | Sell |
|
|||||
|
2022
Q2 | $454K | Buy |
|
|||||
|
2022
Q1 | $439K | Hold |
|
|||||
|
2021
Q4 | $434K | Buy |
|