International Private Wealth Advisors’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
$325K Sell
4,594
-166
-3% -$11.7K 0.28% 105
2025
Q1
$341K Buy
+4,760
New +$341K 0.33% 94
2024
Q1
Sell
-4,307
Closed -$254K 126
2023
Q4
$254K Buy
+4,307
New +$254K 0.25% 66