Unique Wealth’s Coca-Cola KO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,952	Closed	-$358K	–	84
2023 Q2	$358K	Buy	5,952 +31	+0.5%	+$1.87K	0.16%	52
2023 Q1	$367K	Sell	5,921 -62	-1%	-$3.85K	0.18%	35
2022 Q4	$381K	Buy	+5,983	New	+$381K	0.2%	37