HWMC
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Heritage Wealth Management (California)’s Coca-Cola KO Stock Holding History

Heritage Wealth Management (California)’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
Q4 		– Sell
-2,010
Closed -$144K – 96
2024
Q3 		$144K Buy
+2,010
New +$144K 0.1% 82