DWA
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Delap Wealth Advisory’s Coca-Cola KO Stock Holding History

Delap Wealth Advisory’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,652
Closed -$591K – 213
2024
Q1 		$591K Buy
+9,652
New +$591K 0.24% 62