BankPlus 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
$526K Buy
7,429
+38
+0.5% +$2.69K 0.35% 55
2025
Q1
$529K Buy
7,391
+211
+3% +$15.1K 0.39% 50
2024
Q4
$447K Buy
+7,180
New +$447K 0.33% 61