Bright Futures 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 Q1	$204K	Buy	+2,807	New	+$204K	0.22%	103
2024 Q4	–	Sell	-3,504	Closed	-$231K	–	181
2024 Q3	$231K	Sell	3,504 -86	-2%	-$5.67K	0.11%	195
2024 Q2	$249K	Buy	3,590 +3	+0.1%	+$208	0.13%	172
2024 Q1	$229K	Buy	+3,587	New	+$229K	0.12%	180