Resource Planning Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $979K | Sell |
16,616
-725
| -4% | -$42.7K | 0.62% | 34 |
|
|
2023
Q3 | $971K | Sell |
17,341
-61
| -0.4% | -$3.42K | 0.82% | 25 |
|
|
2023
Q2 | $1.05M | Sell |
17,402
-312
| -2% | -$18.8K | 0.85% | 25 |
|
|
2023
Q1 | $1.1M | Sell |
17,714
-3,533
| -17% | -$219K | 0.89% | 22 |
|
|
2022
Q4 | $1.35M | Sell |
21,247
-1,452
| -6% | -$92.4K | 1.08% | 19 |
|
|
2022
Q3 | $1.27M | Buy |
22,699
+42
| +0.2% | +$2.35K | 1.11% | 20 |
|
|
2022
Q2 | $1.43M | Sell |
22,657
-25,190
| -53% | -$1.58M | 1.19% | 18 |
|
|
2022
Q1 | $2.97M | Sell |
47,847
-203
| -0.4% | -$12.6K | 2.13% | 9 |
|
|
2021
Q4 | $2.85M | Sell |
48,050
-2,499
| -5% | -$148K | 1.91% | 9 |
|
|
2021
Q3 | $2.65M | Sell |
50,549
-1,243
| -2% | -$65.2K | 1.67% | 9 |
|
|
2021
Q2 | $2.8M | Buy |
51,792
+5,755
| +13% | +$311K | 1.62% | 9 |
|
|
2021
Q1 | $2.43M | Sell |
46,037
-406
| -0.9% | -$21.4K | 1.59% | 13 |
|
|
2020
Q4 | $2.55M | Buy |
46,443
+440
| +1% | +$24.1K | 1.81% | 11 |
|
|
2020
Q3 | $2.27M | Buy |
46,003
+17
| +0% | +$839 | 1.72% | 11 |
|
|
2020
Q2 | $2.06M | Buy |
45,986
+40
| +0.1% | +$1.79K | 1.54% | 12 |
|
|
2020
Q1 | $2.03M | Buy |
45,946
+420
| +0.9% | +$18.6K | 1.77% | 11 |
|
|
2019
Q4 | $2.52M | Sell |
45,526
-397
| -0.9% | -$22K | 1.44% | 17 |
|
|
2019
Q3 | $2.5M | Sell |
45,923
-121
| -0.3% | -$6.59K | 1.46% | 17 |
|
|
2019
Q2 | $2.35M | Sell |
46,044
-9,398
| -17% | -$479K | 1.38% | 18 |
|
|
2019
Q1 | $2.6M | Buy |
55,442
+31
| +0.1% | +$1.45K | 1.72% | 16 |
|
|
2018
Q4 | $2.62M | Sell |
55,411
-286
| -0.5% | -$13.5K | 1.96% | 13 |
|
|
2018
Q3 | $2.57M | Buy |
+55,697
| New | +$2.57M | 2.01% | 12 |
|