IMG Wealth Management’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
$215K Buy
3,038
+494
+19% +$35K 0.17% 78
2025
Q1
$182K Hold
2,544
0.16% 75
2024
Q4
$158K Buy
+2,544
New +$158K 0.15% 78