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Broadway Wealth Solutions’s Coca-Cola KO Stock Holding History

Broadway Wealth Solutions’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$248K Buy
3,502
+120
+4% +$8.49K 0.15% 81
2025
Q1 		$242K Sell
3,382
-490
-13% -$35.1K 0.18% 73
2024
Q4 		$241K Buy
+3,872
New +$241K 0.18% 83