Heritage Wealth Management (Ohio)’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	$1.97M	Sell	27,854 -1,138	-4%	-$80.5K	0.64%	41
2025 Q1	$2.08M	Sell	28,992 -400	-1%	-$28.6K	0.71%	32
2024 Q4	$1.83M	Sell	29,392 -297	-1%	-$18.5K	0.61%	36
2024 Q3	$2.13M	Sell	29,689 -600	-2%	-$43.1K	0.7%	32
2024 Q2	$1.93M	Buy	+30,289	New	+$1.93M	0.65%	35