Wingate 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
Q1
Sell
-1,905
Closed -$119K 269
2024
Q4
$119K Buy
+1,905
New +$119K 0.12% 128