Vestia Personal 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	$251K	Sell	3,566 -353	-9%	-$24.9K	0.17%	83
2025 Q1	$278K	Buy	3,919 +13	+0.3%	+$923	0.22%	69
2024 Q4	$243K	Sell	3,906 -233	-6%	-$14.5K	0.2%	78
2024 Q3	$297K	Buy	4,139 +103	+3%	+$7.4K	0.28%	56
2024 Q2	$257K	Buy	+4,036	New	+$257K	0.27%	60