Boyd 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
Sell
-2,803
Closed -$201K 53
2025
Q1
$201K Buy
+2,803
New +$201K 0.1% 43
2024
Q4
Sell
-2,803
Closed -$201K 51
2024
Q3
$201K Buy
+2,803
New +$201K 0.1% 47