Aegis Wealth Management’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	$369K	Hold	5,150	–	–	0.22%	71
2025 Q1	$369K	Sell	5,150 -3,810	-43%	-$273K	0.22%	75
2024 Q4	$558K	Buy	+8,960	New	+$558K	0.38%	46