BXM Wealth’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
$219K Sell
3,090
-442
-13% -$31.3K 0.26% 99
2025
Q1
$253K Buy
3,532
+144
+4% +$10.3K 0.3% 87
2024
Q4
$211K Buy
+3,388
New +$211K 0.3% 89