WealthPLAN Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $386K | Buy |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $319K | Sell |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q2 | $394K | Sell |
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|
2023
Q1 | $461K | Sell |
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|
2022
Q4 | $672K | Buy |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $576K | Sell |
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|
2021
Q2 | $628K | Sell |
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|
2021
Q1 | $924K | Sell |
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|
2020
Q4 | $917K | Buy |
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|
2020
Q3 | $569K | Sell |
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|
2020
Q2 | $545K | Buy |
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|
2020
Q1 | $453K | Sell |
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|
2019
Q4 | $691K | Buy |
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|
2019
Q3 | $454K | Buy |
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|
2019
Q2 | $440K | Sell |
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|
2019
Q1 | $645K | Buy |
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|
2018
Q4 | $585K | Sell |
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|
2018
Q3 | $853K | Buy |
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|
2018
Q2 | $756K | Buy |
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|
2018
Q1 | $712K | Buy |
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|
2017
Q4 | $531K | Buy |
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|
2017
Q3 | $444K | Sell |
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|
2017
Q2 | $445K | Buy |
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|
2017
Q1 | $150K | Buy |
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|
2016
Q3 | $582K | Sell |
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|
2016
Q2 | $632K | Buy |
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|
2015
Q4 | $406K | Buy |
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|
2015
Q2 | $376K | Buy |
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|
2015
Q1 | $307K | Buy |
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