PFA
Plotkin Financial Advisors’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Hold |
7,960
| – | – | 0.31% | 49 |
|
|
2025
Q1 | $570K | Hold |
7,960
| – | – | 0.35% | 42 |
|
|
2024
Q4 | $496K | Hold |
7,960
| – | – | 0.29% | 47 |
|
|
2024
Q3 | $572K | Buy |
7,960
+68
| +0.9% | +$4.89K | 0.34% | 43 |
|
|
2024
Q2 | $502K | Hold |
7,892
| – | – | 0.32% | 45 |
|
|
2024
Q1 | $483K | Buy |
+7,892
| New | +$483K | 0.32% | 49 |
|