AssuredPartners Investment 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	$318K	Sell	4,491 -2,778	-38%	-$197K	0.08%	179
2025 Q1	$521K	Sell	7,269 -774	-10%	-$55.4K	0.1%	196
2024 Q4	$501K	Buy	+8,043	New	+$501K	0.1%	200