Epic Trust Investment Advisors’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,651	Closed	-$204K	–	103
2023 Q3	$204K	Sell	3,651 -141	-4%	-$7.89K	0.32%	87
2023 Q2	$228K	Buy	+3,792	New	+$228K	0.32%	85