Legacy Wealth Management (Idaho)’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
$2.83K Sell
40
-80
-67% -$5.66K ﹤0.01% 457
2025
Q1
$8.6K Hold
120
0.01% 353
2024
Q4
$7.66K Sell
120
-195
-62% -$12.4K ﹤0.01% 325
2024
Q3
$19.8K Buy
+315
New +$19.8K 0.01% 224