Centricity 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	$635K	Sell	8,970 -1,105	-11%	-$78.2K	0.51%	38
2025 Q1	$722K	Sell	10,075 -72	-0.7%	-$5.16K	0.65%	32
2024 Q4	$632K	Buy	+10,147	New	+$632K	0.59%	36