Retirement Planning Company of New England’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 | $446K | Sell |
6,297
-45
| -0.7% | -$3.18K | 0.2% | 141 |
|
|
2025
Q1 | $454K | Sell |
6,342
-188
| -3% | -$13.5K | 0.23% | 131 |
|
|
2024
Q4 | $407K | Buy |
6,530
+199
| +3% | +$12.4K | 0.2% | 135 |
|
|
2024
Q3 | $455K | Buy |
6,331
+190
| +3% | +$13.7K | 0.23% | 126 |
|
|
2024
Q2 | $391K | Sell |
6,141
-105
| -2% | -$6.68K | 0.21% | 133 |
|
|
2024
Q1 | $382K | Sell |
6,246
-428
| -6% | -$26.2K | 0.21% | 140 |
|
|
2023
Q4 | $393K | Buy |
6,674
+466
| +8% | +$27.5K | 0.18% | 137 |
|
|
2023
Q3 | $348K | Sell |
6,208
-1,498
| -19% | -$83.9K | 0.19% | 124 |
|
|
2023
Q2 | $464K | Buy |
7,706
+14
| +0.2% | +$843 | 0.27% | 111 |
|
|
2023
Q1 | $477K | Buy |
7,692
+25
| +0.3% | +$1.55K | 0.29% | 108 |
|
|
2022
Q4 | $488K | Sell |
7,667
-145
| -2% | -$9.22K | 0.32% | 104 |
|
|
2022
Q3 | $437K | Buy |
7,812
+13
| +0.2% | +$727 | 0.32% | 104 |
|
|
2022
Q2 | $490K | Sell |
7,799
-30
| -0.4% | -$1.89K | 0.33% | 102 |
|
|
2022
Q1 | $485K | Sell |
7,829
-116
| -1% | -$7.19K | 0.27% | 117 |
|
|
2021
Q4 | $470K | Buy |
+7,945
| New | +$470K | 0.23% | 124 |
|