Vertex Planning Partners’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 | $291K | Sell |
4,114
-15
| -0.4% | -$1.06K | 0.06% | 153 |
|
|
2025
Q1 | $296K | Buy |
4,129
+209
| +5% | +$15K | 0.06% | 142 |
|
|
2024
Q4 | $244K | Buy |
3,920
+541
| +16% | +$33.7K | 0.05% | 165 |
|
|
2024
Q3 | $243K | Buy |
3,379
+16
| +0.5% | +$1.15K | 0.06% | 145 |
|
|
2024
Q2 | $214K | Buy |
3,363
+90
| +3% | +$5.73K | 0.06% | 146 |
|
|
2024
Q1 | $200K | Buy |
+3,273
| New | +$200K | 0.06% | 152 |
|
|
2023
Q3 | – | Sell |
-3,585
| Closed | -$216K | – | 140 |
|
|
2023
Q2 | $216K | Buy |
+3,585
| New | +$216K | 0.07% | 130 |
|