JFG 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	$379K	Hold	5,362	–	–	0.08%	46
2025 Q1	$384K	Sell	5,362 -320	-6%	-$22.9K	0.09%	56
2024 Q4	$354K	Buy	5,682 +122	+2%	+$7.6K	0.08%	71
2024 Q3	$400K	Buy	5,560 +123	+2%	+$8.84K	0.11%	49
2024 Q2	$346K	Buy	+5,437	New	+$346K	0.1%	42