Ball & Co 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
$13K Buy
183
+1
+0.5% +$71 0.01% 48
2025
Q1
$13K Sell
182
-25
-12% -$1.79K 0.01% 45
2024
Q4
$12K Buy
+207
New +$12K 0.01% 47