Mindset 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	$214K	Sell	3,025 -903	-23%	-$63.9K	0.07%	141
2025 Q1	$281K	Sell	3,928 -819	-17%	-$58.7K	0.11%	98
2024 Q4	$296K	Sell	4,747 -570	-11%	-$35.5K	0.11%	96
2024 Q3	$382K	Buy	+5,317	New	+$382K	0.16%	80