4Wealth Advisors’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
$204K Buy
2,880
+4
+0.1% +$283 0.21% 122
2025
Q1
$206K Sell
2,876
-1,452
-34% -$104K 0.22% 117
2024
Q4
$269K Buy
+4,328
New +$269K 0.27% 120