SLFPAM
St. Louis Financial Planners Asset Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,495
| Closed | -$2.02M | – | 34 |
|
|
2024
Q4 | $2.02M | Buy |
32,495
+62
| +0.2% | +$3.86K | 1.46% | 15 |
|
|
2024
Q3 | $2.28M | Buy |
32,433
+111
| +0.3% | +$7.79K | 1.81% | 13 |
|
|
2024
Q2 | $2.05M | Sell |
32,322
-274
| -0.8% | -$17.3K | 1.76% | 20 |
|
|
2024
Q1 | $1.95M | Buy |
+32,596
| New | +$1.95M | 1.75% | 19 |
|
|
2023
Q2 | – | Sell |
-24,878
| Closed | -$1.54M | – | 35 |
|
|
2023
Q1 | $1.54M | Sell |
24,878
-117
| -0.5% | -$7.26K | 1.76% | 24 |
|
|
2022
Q4 | $1.59M | Buy |
+24,995
| New | +$1.59M | 1.55% | 12 |
|