Intrepid Financial Planning Group’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	$224K	Hold	3,162	–	–	0.09%	110
2025 Q1	$226K	Buy	+3,162	New	+$226K	0.1%	105
2024 Q4	–	Sell	-3,162	Closed	-$227K	–	126
2024 Q3	$227K	Hold	3,162	–	–	0.1%	111
2024 Q2	$201K	Buy	+3,162	New	+$201K	0.09%	116