WR Wealth Planners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $275K | Sell |
4,423
-40
| -0.9% | -$2.49K | 0.09% | 136 |
|
|
2024
Q3 | $321K | Buy |
4,463
+231
| +5% | +$16.6K | 0.09% | 140 |
|
|
2024
Q2 | $269K | Buy |
4,232
+38
| +0.9% | +$2.42K | 0.08% | 141 |
|
|
2024
Q1 | $257K | Buy |
4,194
+101
| +2% | +$6.18K | 0.08% | 150 |
|
|
2023
Q4 | $241K | Sell |
4,093
-10
| -0.2% | -$589 | 0.09% | 159 |
|
|
2023
Q3 | $230K | Buy |
4,103
+118
| +3% | +$6.61K | 0.09% | 154 |
|
|
2023
Q2 | $240K | Buy |
3,985
+921
| +30% | +$55.5K | 0.09% | 152 |
|
|
2023
Q1 | $190K | Buy |
3,064
+2,723
| +799% | +$169K | 0.08% | 161 |
|
|
2022
Q4 | $21.7K | Hold |
341
| – | – | 0.01% | 210 |
|
|
2022
Q3 | $19.1K | Sell |
341
-265
| -44% | -$14.8K | 0.01% | 207 |
|
|
2022
Q2 | $38.1K | Buy |
606
+239
| +65% | +$15K | 0.03% | 193 |
|
|
2022
Q1 | $22.8K | Buy |
+367
| New | +$22.8K | 0.01% | 218 |
|