Persium 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
Sell
-2,929
Closed -$210K 63
2025
Q1
$210K Sell
2,929
-7,446
-72% -$533K 0.2% 55
2024
Q4
$646K Buy
+10,375
New +$646K 0.64% 23