Westbourne Investments’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
$287K Sell
4,060
-200
-5% -$14.2K 0.15% 107
2025
Q1
$305K Buy
4,260
+30
+0.7% +$2.15K 0.18% 107
2024
Q4
$263K Buy
+4,230
New +$263K 0.16% 106