Motive 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	$263K	Buy	3,719 +699	+23%	+$49.5K	0.12%	67
2025 Q1	$216K	Buy	+3,020	New	+$216K	0.12%	65
2022 Q4	–	Sell	-4,082	Closed	-$229K	–	61
2022 Q3	$229K	Buy	+4,082	New	+$229K	0.19%	52