GenTrust’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	–	Sell	-3,659	Closed	-$264K	–	188
2025 Q1	$264K	Sell	3,659 -152	-4%	-$11K	0.01%	156
2024 Q4	$237K	Buy	3,811 +197	+5%	+$12.3K	0.01%	177
2024 Q3	$261K	Buy	+3,614	New	+$261K	0.01%	171